longLong personal page - To The Moon

longLong

longLong

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01-22

$美团-W(03690)$

2023-11-08

[微笑] [微笑] [微笑] [微笑] [微笑]

2023-08-25

$哔哩哔哩-W(09626)$

2023-04-02

[微笑]

Sorry, the original content has been removed

2023-03-31

How much dividend this year

Sorry, the original content has been removed

2022-11-07

[微笑]

@品玩:手機影像的下一個賽道會是模塊化嗎？

2022-10-21

[微笑]

@Chrono:$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.

2022-10-09

[微笑]

@品玩:品牌下一步在快手拼什麼？

2022-10-04

[微笑]

Sorry, the original content has been removed

2022-09-26

[微笑]

@银环蛇:$朝聚眼科(02219)$哈哈

2022-09-18

[微笑]

Sorry, the original content has been removed

2022-09-03

[微笑]

@华商韬略:菲律賓首富竟來自中國，手握全國5%GDP，給子女留下千億財產

2022-08-03

$两倍做空标普500ETF(SDS)$testing

2022-07-10

Is it confirmed? Cant find the company announcement

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2021-05-27

。。。。。

Sorry, the original content has been removed

2021-03-18

Comments and like please

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2021-03-16

Like my comments please thank you

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2021-03-16

Becos bitcoin shot higher

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2021-03-16

It's normal wave

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2021-03-04

niubility

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Go to Tiger App to see more news

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[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239094892077192","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212571475914840,"gmtCreate":1692937287560,"gmtModify":1692937289994,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a><v-v 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既然跟徠卡深度合作，那小米最偏執的做法，就直接把徠卡相機的鏡頭“拿”過來。注意這個拿是物理層面的拿，不是聯合研發一個符合徠卡光學標準的鏡頭模組，而是直接把徠卡M口的鏡頭轉接到手機上。 圖源：小米官網 在手機中塞入兩枚一英寸傳感器，的確是小米在影像嘗試方面的一次“壯舉”，對機身內部結構也是很大的一個挑戰。小米並沒有因爲可以外接鏡頭模組而放棄手機本身的拍攝能力，搭載一英寸底的IMX989的主攝依舊保留，拿掉了潛望長焦並將鏡頭模組中間的超廣角下移，空出的位置才塞下了另一顆一英寸傳感器。 不僅想法非常大膽，投入的成本也極高。據說這款機器的成本高達30W，並且只生產了10臺。 把手機接上外接鏡頭這件事兒早有先例。不提華強北那些亂七八糟的轉接方案，當年陳可辛導演用iPhoneX拍攝短片《三分鐘》的時候，就採用了非常誇張的外置鏡頭，來提高影片的整體效果。 圖源：《三分鐘》幕後花絮截圖 只不過市面上的轉接方案都是把鏡頭對準手機的主攝進行拍攝。像小米這樣直接單獨給外置鏡頭留一個傳感器的做法，還是行業的第一次。 相信對手機影像發展比較熟悉的用戶都明白，其實手機攝影發展到今天，傳感器已經不是限制影像進步的最大障礙了，各家手機廠商逐漸都會推出搭載一英寸傳感器的機型，所以接下來的需要“卷”的，就是鏡頭素質了。 由於小米12S Ultra概念機直接配置了一個裸露在外面（有藍寶石鏡面覆蓋）的一英寸感光元件，所以這臺機器能給用戶帶來的就是它既有手機的計算攝影的便利性，也擁有徠卡相機極高的光學鏡頭素質。 從社交媒體上拿到樣機的幾位大佬分享出來的圖片可以看出，在高素質鏡頭的配合下，小米12SUltra概念機所呈現出來的照片，跟我們手裏的","listText":"11月2日，小米在微博上公佈了小米12Ultra概念機，如果在這之前還有人覺得小米和徠卡的合作還只是停留在給照片套濾鏡的這個層級，那麼這款產品曝光後的確是狠狠的打了他們的臉。 既然跟徠卡深度合作，那小米最偏執的做法，就直接把徠卡相機的鏡頭“拿”過來。注意這個拿是物理層面的拿，不是聯合研發一個符合徠卡光學標準的鏡頭模組，而是直接把徠卡M口的鏡頭轉接到手機上。 圖源：小米官網 在手機中塞入兩枚一英寸傳感器，的確是小米在影像嘗試方面的一次“壯舉”，對機身內部結構也是很大的一個挑戰。小米並沒有因爲可以外接鏡頭模組而放棄手機本身的拍攝能力，搭載一英寸底的IMX989的主攝依舊保留，拿掉了潛望長焦並將鏡頭模組中間的超廣角下移，空出的位置才塞下了另一顆一英寸傳感器。 不僅想法非常大膽，投入的成本也極高。據說這款機器的成本高達30W，並且只生產了10臺。 把手機接上外接鏡頭這件事兒早有先例。不提華強北那些亂七八糟的轉接方案，當年陳可辛導演用iPhoneX拍攝短片《三分鐘》的時候，就採用了非常誇張的外置鏡頭，來提高影片的整體效果。 圖源：《三分鐘》幕後花絮截圖 只不過市面上的轉接方案都是把鏡頭對準手機的主攝進行拍攝。像小米這樣直接單獨給外置鏡頭留一個傳感器的做法，還是行業的第一次。 相信對手機影像發展比較熟悉的用戶都明白，其實手機攝影發展到今天，傳感器已經不是限制影像進步的最大障礙了，各家手機廠商逐漸都會推出搭載一英寸傳感器的機型，所以接下來的需要“卷”的，就是鏡頭素質了。 由於小米12S Ultra概念機直接配置了一個裸露在外面（有藍寶石鏡面覆蓋）的一英寸感光元件，所以這臺機器能給用戶帶來的就是它既有手機的計算攝影的便利性，也擁有徠卡相機極高的光學鏡頭素質。 從社交媒體上拿到樣機的幾位大佬分享出來的圖片可以看出，在高素質鏡頭的配合下，小米12SUltra概念機所呈現出來的照片，跟我們手裏的","text":"11月2日，小米在微博上公佈了小米12Ultra概念機，如果在這之前還有人覺得小米和徠卡的合作還只是停留在給照片套濾鏡的這個層級，那麼這款產品曝光後的確是狠狠的打了他們的臉。 既然跟徠卡深度合作，那小米最偏執的做法，就直接把徠卡相機的鏡頭“拿”過來。注意這個拿是物理層面的拿，不是聯合研發一個符合徠卡光學標準的鏡頭模組，而是直接把徠卡M口的鏡頭轉接到手機上。 圖源：小米官網 在手機中塞入兩枚一英寸傳感器，的確是小米在影像嘗試方面的一次“壯舉”，對機身內部結構也是很大的一個挑戰。小米並沒有因爲可以外接鏡頭模組而放棄手機本身的拍攝能力，搭載一英寸底的IMX989的主攝依舊保留，拿掉了潛望長焦並將鏡頭模組中間的超廣角下移，空出的位置才塞下了另一顆一英寸傳感器。 不僅想法非常大膽，投入的成本也極高。據說這款機器的成本高達30W，並且只生產了10臺。 把手機接上外接鏡頭這件事兒早有先例。不提華強北那些亂七八糟的轉接方案，當年陳可辛導演用iPhoneX拍攝短片《三分鐘》的時候，就採用了非常誇張的外置鏡頭，來提高影片的整體效果。 圖源：《三分鐘》幕後花絮截圖 只不過市面上的轉接方案都是把鏡頭對準手機的主攝進行拍攝。像小米這樣直接單獨給外置鏡頭留一個傳感器的做法，還是行業的第一次。 相信對手機影像發展比較熟悉的用戶都明白，其實手機攝影發展到今天，傳感器已經不是限制影像進步的最大障礙了，各家手機廠商逐漸都會推出搭載一英寸傳感器的機型，所以接下來的需要“卷”的，就是鏡頭素質了。 由於小米12S Ultra概念機直接配置了一個裸露在外面（有藍寶石鏡面覆蓋）的一英寸感光元件，所以這臺機器能給用戶帶來的就是它既有手機的計算攝影的便利性，也擁有徠卡相機極高的光學鏡頭素質。 從社交媒體上拿到樣機的幾位大佬分享出來的圖片可以看出，在高素質鏡頭的配合下，小米12SUltra概念機所呈現出來的照片，跟我們手裏的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664952965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981099061,"gmtCreate":1666334374454,"gmtModify":1676537743125,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981099061","repostId":"9983752978","repostType":1,"repost":{"id":9983752978,"gmtCreate":1666325762295,"gmtModify":1676537741819,"author":{"id":"3576878638522885","authorId":"3576878638522885","name":"Chrono","avatar":"https://static.tigerbbs.com/79f746a4dc41ef35ab2b3f25a0886a49","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576878638522885","authorIdStr":"3576878638522885"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a>Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a>Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983752978","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914282495,"gmtCreate":1665286864818,"gmtModify":1676537582891,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914282495","repostId":"666015774","repostType":1,"repost":{"id":666015774,"gmtCreate":1665278708000,"gmtModify":1676537581722,"author":{"id":"3585895914412071","authorId":"3585895914412071","name":"品玩","avatar":"https://static.tigerbbs.com/b172a08e9f14d6bb2f35c135c87f473e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585895914412071","authorIdStr":"3585895914412071"},"themes":[],"title":"品牌下一步在快手拼什麼？","htmlText":"今年616大促期間，特步在超級品牌日中憑藉一場女子產品線“半糖系列”新品造勢營銷活動，取得了6.7億全網曝光、3911萬銷售額和近24萬新增粉絲的成績，但在一年前，剛剛進入快手的特步還在怎樣做直播電商運營的問題上摸不着頭腦。 “我們在這件事情上走了挺多的彎路。”特步電商直播中心負責人戛納說。 從決定在快手做運營開始，特步就把快手作爲了新品營銷和收穫新業績增量的渠道，“讓大家認識特步好的產品，而不是甩尾貨清倉”。但因爲自身經驗不足，特步在快手探索了很長時間，直到這場超級品牌日新品營銷活動，才證明了自己策略的正確。 特步電商副總裁沈華東把特步在快手的階段性成功，總結爲以下四點：一是重視私域，二是制定了品效合一的營銷策略，三是快手團隊的支持，第四點也是很重要的一點——把內容做好。 “這個平臺上不單是 ‘人找貨’， ‘貨找人’其實是很重要的一個邏輯。怎麼 ‘貨找人’？靠的就是內容。”沈華東說。 他口中的“內容”，簡言之就是把從前貨架電商中的商品詳情頁，變成了現在直播間和短視頻中的可視化內容。通過一系列自有賬號以及與達人合作過程中的內容運營，更好地讓新品觸達消費者，從而實現銷售的轉化。 而爲了更好地讓特步這樣的品牌方降低直播電商經營的門檻，提高效率新品運營效率，快手平臺也提煉出了一套商家經營方法論和對應的扶持政策。 在近期舉辦的“2022年116商家大會”上，快手電商解讀了今年“快手116心意購物節”的最新玩法。而這場大會更值得關注的是，快手電商正式宣佈推出一項“快手新品超級計劃”——要打造100款GMV破億，以及10000款GMV破千萬的新品。 圖源：快手 快手電商用戶運營負責人葉恆如此向商家解讀新品運營的“三步”策略： 第一步，商家可通過達人、短視頻，完成對用戶的“新品種草”，產生新品購買用戶（種草）； 第二步，通過自身店播，引粉到店產生復購（養草）； 第三步，養成會員心智","listText":"今年616大促期間，特步在超級品牌日中憑藉一場女子產品線“半糖系列”新品造勢營銷活動，取得了6.7億全網曝光、3911萬銷售額和近24萬新增粉絲的成績，但在一年前，剛剛進入快手的特步還在怎樣做直播電商運營的問題上摸不着頭腦。 “我們在這件事情上走了挺多的彎路。”特步電商直播中心負責人戛納說。 從決定在快手做運營開始，特步就把快手作爲了新品營銷和收穫新業績增量的渠道，“讓大家認識特步好的產品，而不是甩尾貨清倉”。但因爲自身經驗不足，特步在快手探索了很長時間，直到這場超級品牌日新品營銷活動，才證明了自己策略的正確。 特步電商副總裁沈華東把特步在快手的階段性成功，總結爲以下四點：一是重視私域，二是制定了品效合一的營銷策略，三是快手團隊的支持，第四點也是很重要的一點——把內容做好。 “這個平臺上不單是 ‘人找貨’， ‘貨找人’其實是很重要的一個邏輯。怎麼 ‘貨找人’？靠的就是內容。”沈華東說。 他口中的“內容”，簡言之就是把從前貨架電商中的商品詳情頁，變成了現在直播間和短視頻中的可視化內容。通過一系列自有賬號以及與達人合作過程中的內容運營，更好地讓新品觸達消費者，從而實現銷售的轉化。 而爲了更好地讓特步這樣的品牌方降低直播電商經營的門檻，提高效率新品運營效率，快手平臺也提煉出了一套商家經營方法論和對應的扶持政策。 在近期舉辦的“2022年116商家大會”上，快手電商解讀了今年“快手116心意購物節”的最新玩法。而這場大會更值得關注的是，快手電商正式宣佈推出一項“快手新品超級計劃”——要打造100款GMV破億，以及10000款GMV破千萬的新品。 圖源：快手 快手電商用戶運營負責人葉恆如此向商家解讀新品運營的“三步”策略： 第一步，商家可通過達人、短視頻，完成對用戶的“新品種草”，產生新品購買用戶（種草）； 第二步，通過自身店播，引粉到店產生復購（養草）； 第三步，養成會員心智","text":"今年616大促期間，特步在超級品牌日中憑藉一場女子產品線“半糖系列”新品造勢營銷活動，取得了6.7億全網曝光、3911萬銷售額和近24萬新增粉絲的成績，但在一年前，剛剛進入快手的特步還在怎樣做直播電商運營的問題上摸不着頭腦。 “我們在這件事情上走了挺多的彎路。”特步電商直播中心負責人戛納說。 從決定在快手做運營開始，特步就把快手作爲了新品營銷和收穫新業績增量的渠道，“讓大家認識特步好的產品，而不是甩尾貨清倉”。但因爲自身經驗不足，特步在快手探索了很長時間，直到這場超級品牌日新品營銷活動，才證明了自己策略的正確。 特步電商副總裁沈華東把特步在快手的階段性成功，總結爲以下四點：一是重視私域，二是制定了品效合一的營銷策略，三是快手團隊的支持，第四點也是很重要的一點——把內容做好。 “這個平臺上不單是 ‘人找貨’， ‘貨找人’其實是很重要的一個邏輯。怎麼 ‘貨找人’？靠的就是內容。”沈華東說。 他口中的“內容”，簡言之就是把從前貨架電商中的商品詳情頁，變成了現在直播間和短視頻中的可視化內容。通過一系列自有賬號以及與達人合作過程中的內容運營，更好地讓新品觸達消費者，從而實現銷售的轉化。 而爲了更好地讓特步這樣的品牌方降低直播電商經營的門檻，提高效率新品運營效率，快手平臺也提煉出了一套商家經營方法論和對應的扶持政策。 在近期舉辦的“2022年116商家大會”上，快手電商解讀了今年“快手116心意購物節”的最新玩法。而這場大會更值得關注的是，快手電商正式宣佈推出一項“快手新品超級計劃”——要打造100款GMV破億，以及10000款GMV破千萬的新品。 圖源：快手 快手電商用戶運營負責人葉恆如此向商家解讀新品運營的“三步”策略： 第一步，商家可通過達人、短視頻，完成對用戶的“新品種草”，產生新品購買用戶（種草）； 第二步，通過自身店播，引粉到店產生復購（養草）； 第三步，養成會員心智","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666015774","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912511428,"gmtCreate":1664850371164,"gmtModify":1676537519061,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912511428","repostId":"1158582160","repostType":2,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911113173,"gmtCreate":1664154678092,"gmtModify":1676537398060,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911113173","repostId":"661536403","repostType":1,"repost":{"id":661536403,"gmtCreate":1664070610003,"gmtModify":1676537385581,"author":{"id":"3558912976203898","authorId":"3558912976203898","name":"银环蛇","avatar":"https://static.tigerbbs.com/186b54949fd1f43799d3469c08406883","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558912976203898","authorIdStr":"3558912976203898"},"themes":[],"htmlText":"<a 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my comments please thank you","listText":"Like my comments please thank you","text":"Like my comments please thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325334895","repostId":"1186451965","repostType":4,"repost":{"id":"1186451965","kind":"news","pubTimestamp":1615859783,"share":"https://ttm.financial/m/news/1186451965?lang=&edition=fundamental","pubTime":"2021-03-16 09:56","market":"us","language":"en","title":"China Mobile Considers A-Share Listing After U.S. Removal","url":"https://stock-news.laohu8.com/highlight/detail?id=1186451965","media":"Bloomberg","summary":"Carrier has discussed potential local offering with advisers\nListing could come after China Mobile w","content":"<ul>\n <li>Carrier has discussed potential local offering with advisers</li>\n <li>Listing could come after China Mobile was delisted in New York</li>\n</ul>\n<p>China Mobile Ltd.&nbsp;is considering an A-share listing after the country’s largest wireless carrier was removed from the New York Stock Exchange under a Donald Trump-era investment ban, according to people familiar with the matter.</p>\n<p>The state-owned firm has discussed the potential offering with advisers as it looks for new avenues to fund its 5G network development, said the people, who asked not to be identified as the discussions are private. Deliberations are at an early stage and China Mobile hasn’t decided the size and timeline of the listing, the people said.</p>\n<p>A representative for China Mobile didn’t immediately respond to requests for comment.</p>\n<p>Shares in China Mobile were up 1.5% in early trading in Hong Kong, after rising as much as 2.4%. They have climbed nearly 20% this year, giving the company a market value of around $139 billion.</p>\n<p>The NYSE in January&nbsp;delisted&nbsp;the three major state-owned carriers -- China Mobile,China Telecom Corp.&nbsp;and&nbsp;China Unicom Hong Kong Ltd.-- to comply with an executive order by former president Donald Trump barring U.S. investments in Chinese firms deemed as having links with the military. The firms are appealing the NYSE’s moves.</p>\n<p>China Mobile raised $4.2 billion in an initial public offering in 1997 with its shares listed in both Hong Kong and New York, according to itswebsite. The company had explored a listing on the mainland in 2007 but it didn’t come to fruition in the end.</p>\n<p>A revival of the planned domestic share sale by the country’s largest carrier would follow that of China Telecom, whichannouncedlast week that it’s planning a second listing in Shanghai. The offering will help China Telecom tap diversified financing channels in both domestic and overseas capital markets, the company has said.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Mobile Considers A-Share Listing After U.S. Removal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Mobile Considers A-Share Listing After U.S. Removal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-03-16/china-mobile-is-said-to-eye-a-share-listing-after-u-s-removal><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Carrier has discussed potential local offering with advisers\nListing could come after China Mobile was delisted in New York\n\nChina Mobile Ltd. is considering an A-share listing after the country’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-03-16/china-mobile-is-said-to-eye-a-share-listing-after-u-s-removal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHL":"中国移动","00941":"中国移动"},"source_url":"https://www.bloomberg.com/news/articles/2021-03-16/china-mobile-is-said-to-eye-a-share-listing-after-u-s-removal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186451965","content_text":"Carrier has discussed potential local offering with advisers\nListing could come after China Mobile was delisted in New York\n\nChina Mobile Ltd. is considering an A-share listing after the country’s largest wireless carrier was removed from the New York Stock Exchange under a Donald Trump-era investment ban, according to people familiar with the matter.\nThe state-owned firm has discussed the potential offering with advisers as it looks for new avenues to fund its 5G network development, said the people, who asked not to be identified as the discussions are private. Deliberations are at an early stage and China Mobile hasn’t decided the size and timeline of the listing, the people said.\nA representative for China Mobile didn’t immediately respond to requests for comment.\nShares in China Mobile were up 1.5% in early trading in Hong Kong, after rising as much as 2.4%. They have climbed nearly 20% this year, giving the company a market value of around $139 billion.\nThe NYSE in January delisted the three major state-owned carriers -- China Mobile,China Telecom Corp. and China Unicom Hong Kong Ltd.-- to comply with an executive order by former president Donald Trump barring U.S. investments in Chinese firms deemed as having links with the military. The firms are appealing the NYSE’s moves.\nChina Mobile raised $4.2 billion in an initial public offering in 1997 with its shares listed in both Hong Kong and New York, according to itswebsite. The company had explored a listing on the mainland in 2007 but it didn’t come to fruition in the end.\nA revival of the planned domestic share sale by the country’s largest carrier would follow that of China Telecom, whichannouncedlast week that it’s planning a second listing in Shanghai. The offering will help China Telecom tap diversified financing channels in both domestic and overseas capital markets, the company has said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"content":"can any one please help to comment and like","text":"can any one please help to comment and like","html":"can any one please help to comment and like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912511428,"gmtCreate":1664850371164,"gmtModify":1676537519061,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912511428","repostId":"1158582160","repostType":2,"repost":{"id":"1158582160","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664784779,"share":"https://ttm.financial/m/news/1158582160?lang=&edition=fundamental","pubTime":"2022-10-03 16:12","market":"hk","language":"zh","title":"市场综述 | 连获大利好，内房股集体上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1158582160","media":"老虎资讯综合","summary":"恒生指数收盘下跌143.32点，跌幅0.83%，报17079.51点。","content":"<html><head></head><body><p><b>港股</b></p><p>10月3日（周一）香港恒生指数收盘下跌143.32点，跌幅0.83%，报17079.51点；香港恒生科技指数收盘下跌22.99点，跌幅0.67%，报3427.13点；国企指数收盘下跌57.26点，跌幅0.97%，报5856.82点；红筹指数收盘上涨27.13点，涨幅0.81%，报3365.78点。</p><p><img src=\"https://static.tigerbbs.com/5e2aeab0d5af453000d26e24e0591425\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>科网股多数收跌，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>收跌超2%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>跌近2%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌约1%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌0.38%。</p><p>大金融板块走低，<a href=\"https://laohu8.com/S/01658\">邮储银行</a>大跌逾11%，港交所资料显示，李嘉诚基金会在9月29日以每股均价4.71港元出售了5万股<a href=\"https://laohu8.com/S/601658\">邮储银行</a>，完成后其最新持股数为21.841亿股，持股比例由原来的11%降至10.99%。</p><p><a href=\"https://laohu8.com/S/00023\">东亚银行</a>跌超3%，<a href=\"https://laohu8.com/S/06138\">哈尔滨银行</a>、<a href=\"https://laohu8.com/S/03968\">招商银行</a>、汇丰银行等跌超2%。券商股中，<a href=\"https://laohu8.com/S/600837\">海通证券</a>跌超8%，<a href=\"https://laohu8.com/S/601881\">中国银河</a>、<a href=\"https://laohu8.com/S/601456\">国联证券</a>跌超6%，<a href=\"https://laohu8.com/S/000776\">广发证券</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>跌超5%，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>等跟跌。</p><p>内房股大涨，<a href=\"https://laohu8.com/S/01238\">宝龙地产</a>涨超13%，<a href=\"https://laohu8.com/S/01813\">合景泰富集团</a>涨超9%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>、<a href=\"https://laohu8.com/S/00817\">中国金茂</a>涨超8%，<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>、<a href=\"https://laohu8.com/S/00884\">旭辉控股集团</a>等跟涨。</p><p>物管股跟随地产股大涨，<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>大涨8%，<a href=\"https://laohu8.com/S/02669\">中海物业</a>涨超6%，<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>涨超5%，<a href=\"https://laohu8.com/S/01516\">融创服务</a>、<a href=\"https://laohu8.com/S/03913\">合景悠活</a>、旭辉永生服务、<a href=\"https://laohu8.com/S/03319\">雅生活服务</a>等跟涨。</p><p><b>消息面上，地产行业连获利好。9月29日晚，央行宣布部分城市可以自主决定下调或取消首套住房贷款利率下限；9月30日，央行发布通知，下调首套个人住房公积金贷款利率0.15个百分点。另外有媒体称，监管鼓励加大房地产领域信贷投放。</b></p><p><a href=\"https://laohu8.com/S/01797\">新东方在线</a>午后拉升，收涨11.71%。消息面上，东方甄选于9月24日举办了一场宁夏新疆<a href=\"https://laohu8.com/S/000061\">农产品</a>主题的专场直播带货活动，收获超8000万元单日GMV，创历史新高。<img src=\"https://static.tigerbbs.com/fba887232c0b10dd9e4e590d8237cf3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>A股今日因国庆假期休市。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段涨跌不一。投资者将密切关注周五的美国非农就业报告，以评估美联储加息对经济的影响。</p><p><img src=\"https://static.tigerbbs.com/eb0711202b668f770c1f0681db8858fe\" tg-width=\"769\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>盘前跌超7%，近日，澳洲广播公司(ABC)旗下商业记者David Taylor根据可靠消息报道称，一间大型投资银行濒临破产。部分海外自媒体猜测，其中一个可能是瑞士信贷。对此，瑞信负责人回应称，对该消息拒绝置评。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超5%。特斯拉周日（10月2日）宣布，公司在第三季度交付了343,830辆电动汽车。该季度交付表现再创新高。不过，根据Refinitiv的数据显示，第三季度的汽车交付量低于预期，分析师此前预计为359,162辆。媒体的共识预期是357,938辆，而Street Account的估计显示，分析师预计特斯拉将交付364,660辆汽车。</p><p>美股石油股美股盘前走高，<a href=\"https://laohu8.com/S/MPC\">马拉松石油</a>涨4%，雪佛龙涨超3%，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨超2%。</p><p><b>大宗商品</b></p><p>国际油价涨超4%。消息人士透露，在沙特的提议下，OPEC+可能在10月5日的会议上讨论减产100万桶/日，相当于全球供应的1%。</p><p><img src=\"https://static.tigerbbs.com/99c572a09cf09ab34482b9b2050aae12\" tg-width=\"900\" tg-height=\"541\" referrerpolicy=\"no-referrer\"/></p><p>国际金价因美元走软而小幅上涨。</p><p><img src=\"https://static.tigerbbs.com/adcf8626e9b45e2a0f24ead4d1f073a4\" tg-width=\"788\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场综述 | 连获大利好，内房股集体上涨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述 | 连获大利好，内房股集体上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-10-03 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>10月3日（周一）香港恒生指数收盘下跌143.32点，跌幅0.83%，报17079.51点；香港恒生科技指数收盘下跌22.99点，跌幅0.67%，报3427.13点；国企指数收盘下跌57.26点，跌幅0.97%，报5856.82点；红筹指数收盘上涨27.13点，涨幅0.81%，报3365.78点。</p><p><img src=\"https://static.tigerbbs.com/5e2aeab0d5af453000d26e24e0591425\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>科网股多数收跌，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>收跌超2%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>跌近2%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌约1%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>跌0.38%。</p><p>大金融板块走低，<a href=\"https://laohu8.com/S/01658\">邮储银行</a>大跌逾11%，港交所资料显示，李嘉诚基金会在9月29日以每股均价4.71港元出售了5万股<a href=\"https://laohu8.com/S/601658\">邮储银行</a>，完成后其最新持股数为21.841亿股，持股比例由原来的11%降至10.99%。</p><p><a href=\"https://laohu8.com/S/00023\">东亚银行</a>跌超3%，<a href=\"https://laohu8.com/S/06138\">哈尔滨银行</a>、<a href=\"https://laohu8.com/S/03968\">招商银行</a>、汇丰银行等跌超2%。券商股中，<a href=\"https://laohu8.com/S/600837\">海通证券</a>跌超8%，<a href=\"https://laohu8.com/S/601881\">中国银河</a>、<a href=\"https://laohu8.com/S/601456\">国联证券</a>跌超6%，<a href=\"https://laohu8.com/S/000776\">广发证券</a>、<a href=\"https://laohu8.com/S/600030\">中信证券</a>跌超5%，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>、<a href=\"https://laohu8.com/S/601995\">中金公司</a>等跟跌。</p><p>内房股大涨，<a href=\"https://laohu8.com/S/01238\">宝龙地产</a>涨超13%，<a href=\"https://laohu8.com/S/01813\">合景泰富集团</a>涨超9%，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/03383\">雅居乐集团</a>、<a href=\"https://laohu8.com/S/00817\">中国金茂</a>涨超8%，<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>、<a href=\"https://laohu8.com/S/00884\">旭辉控股集团</a>等跟涨。</p><p>物管股跟随地产股大涨，<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>大涨8%，<a href=\"https://laohu8.com/S/02669\">中海物业</a>涨超6%，<a href=\"https://laohu8.com/S/01209\">华润万象生活</a>涨超5%，<a href=\"https://laohu8.com/S/01516\">融创服务</a>、<a href=\"https://laohu8.com/S/03913\">合景悠活</a>、旭辉永生服务、<a href=\"https://laohu8.com/S/03319\">雅生活服务</a>等跟涨。</p><p><b>消息面上，地产行业连获利好。9月29日晚，央行宣布部分城市可以自主决定下调或取消首套住房贷款利率下限；9月30日，央行发布通知，下调首套个人住房公积金贷款利率0.15个百分点。另外有媒体称，监管鼓励加大房地产领域信贷投放。</b></p><p><a href=\"https://laohu8.com/S/01797\">新东方在线</a>午后拉升，收涨11.71%。消息面上，东方甄选于9月24日举办了一场宁夏新疆<a href=\"https://laohu8.com/S/000061\">农产品</a>主题的专场直播带货活动，收获超8000万元单日GMV，创历史新高。<img src=\"https://static.tigerbbs.com/fba887232c0b10dd9e4e590d8237cf3b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>A股今日因国庆假期休市。</p><p><b>美股</b></p><p>美股三大指数期货在盘前时段涨跌不一。投资者将密切关注周五的美国非农就业报告，以评估美联储加息对经济的影响。</p><p><img src=\"https://static.tigerbbs.com/eb0711202b668f770c1f0681db8858fe\" tg-width=\"769\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>盘前跌超7%，近日，澳洲广播公司(ABC)旗下商业记者David Taylor根据可靠消息报道称，一间大型投资银行濒临破产。部分海外自媒体猜测，其中一个可能是瑞士信贷。对此，瑞信负责人回应称，对该消息拒绝置评。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超5%。特斯拉周日（10月2日）宣布，公司在第三季度交付了343,830辆电动汽车。该季度交付表现再创新高。不过，根据Refinitiv的数据显示，第三季度的汽车交付量低于预期，分析师此前预计为359,162辆。媒体的共识预期是357,938辆，而Street Account的估计显示，分析师预计特斯拉将交付364,660辆汽车。</p><p>美股石油股美股盘前走高，<a href=\"https://laohu8.com/S/MPC\">马拉松石油</a>涨4%，雪佛龙涨超3%，<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨超2%。</p><p><b>大宗商品</b></p><p>国际油价涨超4%。消息人士透露，在沙特的提议下，OPEC+可能在10月5日的会议上讨论减产100万桶/日，相当于全球供应的1%。</p><p><img src=\"https://static.tigerbbs.com/99c572a09cf09ab34482b9b2050aae12\" tg-width=\"900\" tg-height=\"541\" referrerpolicy=\"no-referrer\"/></p><p>国际金价因美元走软而小幅上涨。</p><p><img src=\"https://static.tigerbbs.com/adcf8626e9b45e2a0f24ead4d1f073a4\" tg-width=\"788\" tg-height=\"648\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158582160","content_text":"港股10月3日（周一）香港恒生指数收盘下跌143.32点，跌幅0.83%，报17079.51点；香港恒生科技指数收盘下跌22.99点，跌幅0.67%，报3427.13点；国企指数收盘下跌57.26点，跌幅0.97%，报5856.82点；红筹指数收盘上涨27.13点，涨幅0.81%，报3365.78点。科网股多数收跌，京东集团-SW、美团-W收跌超2%，小米集团-W跌近2%，腾讯控股跌约1%，阿里巴巴-SW跌0.38%。大金融板块走低，邮储银行大跌逾11%，港交所资料显示，李嘉诚基金会在9月29日以每股均价4.71港元出售了5万股邮储银行，完成后其最新持股数为21.841亿股，持股比例由原来的11%降至10.99%。东亚银行跌超3%，哈尔滨银行、招商银行、汇丰银行等跌超2%。券商股中，海通证券跌超8%，中国银河、国联证券跌超6%，广发证券、中信证券跌超5%，华泰证券、中金公司等跟跌。内房股大涨，宝龙地产涨超13%，合景泰富集团涨超9%，碧桂园、雅居乐集团、中国金茂涨超8%，龙湖集团、旭辉控股集团等跟涨。物管股跟随地产股大涨，碧桂园服务大涨8%，中海物业涨超6%，华润万象生活涨超5%，融创服务、合景悠活、旭辉永生服务、雅生活服务等跟涨。消息面上，地产行业连获利好。9月29日晚，央行宣布部分城市可以自主决定下调或取消首套住房贷款利率下限；9月30日，央行发布通知，下调首套个人住房公积金贷款利率0.15个百分点。另外有媒体称，监管鼓励加大房地产领域信贷投放。新东方在线午后拉升，收涨11.71%。消息面上，东方甄选于9月24日举办了一场宁夏新疆农产品主题的专场直播带货活动，收获超8000万元单日GMV，创历史新高。A股A股今日因国庆假期休市。美股美股三大指数期货在盘前时段涨跌不一。投资者将密切关注周五的美国非农就业报告，以评估美联储加息对经济的影响。瑞士信贷盘前跌超7%，近日，澳洲广播公司(ABC)旗下商业记者David Taylor根据可靠消息报道称，一间大型投资银行濒临破产。部分海外自媒体猜测，其中一个可能是瑞士信贷。对此，瑞信负责人回应称，对该消息拒绝置评。特斯拉盘前跌超5%。特斯拉周日（10月2日）宣布，公司在第三季度交付了343,830辆电动汽车。该季度交付表现再创新高。不过，根据Refinitiv的数据显示，第三季度的汽车交付量低于预期，分析师此前预计为359,162辆。媒体的共识预期是357,938辆，而Street Account的估计显示，分析师预计特斯拉将交付364,660辆汽车。美股石油股美股盘前走高，马拉松石油涨4%，雪佛龙涨超3%，西方石油涨超2%。大宗商品国际油价涨超4%。消息人士透露，在沙特的提议下，OPEC+可能在10月5日的会议上讨论减产100万桶/日，相当于全球供应的1%。国际金价因美元走软而小幅上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132923413,"gmtCreate":1622067606832,"gmtModify":1704178657852,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"。。。。。","listText":"。。。。。","text":"。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132923413","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"三大因素表明，科技股“水逆期”仍未结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。</p>\n<p>4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。</p>\n<p>RBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”</p>\n<p>当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。</p>\n<p>以Parag Thatte为首的<a href=\"https://laohu8.com/S/DB\">德意志银行</a>策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。</p>\n<p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p>\n<p>能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。</p>\n<p>进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”</p>\n<p>在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。</p>\n<p>Calvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。</p>\n<p><b>经济数据令市场失望</b></p>\n<p>4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。</p>\n<p>不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。</p>\n<p>堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。</p>\n<p>尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。</p>\n<p>TD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”</p>\n<p>其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”</p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三大因素表明，科技股“水逆期”仍未结束</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三大因素表明，科技股“水逆期”仍未结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 14:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/481817.html><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325333209,"gmtCreate":1615862925401,"gmtModify":1704787618851,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"It's normal wave","listText":"It's normal wave","text":"It's normal 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09:13","market":"us","language":"zh","title":"银行爆雷，全都在等着巴菲特“搭救”！他却投向这一领域，有何原因？","url":"https://stock-news.laohu8.com/highlight/detail?id=2324717042","media":"券商中国","summary":"近期，全世界都坐等巴菲特搭救华尔街银行，但没想到等来的却是股神连续加仓西方石油的消息。巴菲特在今年3月份连续三次加仓西方石油，耗资约10亿美元。事实上，巴菲特自2022年以来持续对传统能源股进行加码，","content":"<html><head></head><body><blockquote><strong>近期，全世界都坐等巴菲特搭救华尔街银行，但没想到等来的却是股神连续加仓西方石油的消息。</strong></blockquote><p>巴菲特在今年3月份连续三次加仓西方石油，耗资约10亿美元。事实上，巴菲特自2022年以来持续对传统能源股进行加码，其投资力度与2016年建仓苹果公司的力度可以相提并论。一堂新的投资课正在讲授……</p><p style=\"text-align: justify;\"><strong>不过，巴菲特讲授的投资原则从来没有变过，那就是他在1999年网络泡沫破裂前的太阳谷年会上所说的“两鸟在林不如一鸟在手”，投资是建立在真实的利润和真实的分红基础之上，而非建立在虚无缥缈的预期之上。</strong></p><p style=\"text-align: justify;\">从定性上讲，巴菲特将生意模式的可持续性放在第一位。在过去的十年间，“碳中和”曾引发世界的欢呼，也沉重打压了投资者对传统能源股的投资热情。但传统能源的刚需特征这两年越来越突出，供应持续紧张，资源储量在不可逆地减少，而拥有西方石油和雪佛龙等石油公司，就犹如在二叠纪盆地拥有了油气资源。</p><blockquote><strong>下注能源股，或是多年一遇的投资机会</strong></blockquote><p>美国SEC近期的监管文件显示，伯克希尔在今年3月份连续三次加仓西方石油，耗资约10亿美元，对西方石油的持股比例已经上升为23.6%，持仓市值约为126亿美元；巴菲特同时还持有另一家石油公司——雪佛龙8.51%的股份，持仓市值为256亿美元。</p><p style=\"text-align: justify;\"><strong>巴菲特对西方石油的加仓步伐可能并不会就此打住。2022年8月，伯克希尔曾获得美国联邦能源监督委员会的许可，可以购买西方石油50%的普通股。</strong></p><p style=\"text-align: justify;\">巴菲特对西方石油的投资可以追溯到2019年。2019年，西方石油与雪佛龙为阿纳达科石油公司展开竞购战，西方石油公司的管理层成功说服了巴菲特为竞购战提供100亿美元的资金。</p><p style=\"text-align: justify;\">在巴菲特的加持下，西方石油最终拿下了阿纳达科石油公司。不过，这100亿美元是以优先股的形式进行投资的，收益率高达8%，巴菲特还获得了西方石油8400万份行权价为每股59.62美元的认股权证。</p><p style=\"text-align: justify;\">巴菲特自2022年开始持续从二级市场上买入西方石油，全年共买入了1.9亿股。在2022年，巴菲特对西方石油的持股比例从0上升为21.59%。2023年，巴菲特继续增持西方石油，目前持股比例为23.6%。</p><p style=\"text-align: justify;\"><strong>巴菲特也是在2022年大幅加仓雪佛龙的。伯克希尔2021年的年报显示，公司仅持有雪佛龙2%的股份。雪佛龙的年报显示，截至2022年底，伯克希尔持有雪佛龙8.51%的股份。这意味着，巴菲特在2022年增持了约1.4亿股雪佛龙，对雪佛龙的持股比例从2%上升至8.51%。</strong></p><p style=\"text-align: justify;\">传统能源股是巴菲特继2016年大买苹果公司之后的又一次大手笔。2016年伯克希尔买入了苹果公司2.5%的股份，2017年伯克希尔对苹果公司的持股比例上升到了3.3%；2018年持股比例又上升至5.4%。巴菲特用了三年的时间完成了对苹果公司的绝大部分建仓工作，耗资约360亿美元，至今仍然持股不动，浮盈最高为5倍，一家苹果公司就占据了巴菲特整体仓位的四成。</p><blockquote><strong>两鸟在林不如一鸟在手</strong></blockquote><p>巴菲特无论是买入苹果公司，还是传统能源公司，其投资的原则一向没有变过。那就是他在1999年太阳谷演讲中所重点阐述过的，“两鸟在林不如一鸟在手”。</p><p style=\"text-align: justify;\">巴菲特2022年不断从二级市场上收集传统能源公司的股票，很大程度上是因为这些公司具有高盈利、高现金流、高分红（或回购）和低市盈率的特征。</p><p style=\"text-align: justify;\">拿雪佛龙公司来说，该公司2022年的归母净利润是354.7亿美元，当前市值为3000亿美元，市盈率不足9倍。2022年，雪佛龙经营活动产生的现金流净额为496亿美元，而雪佛龙2022年的每股派息为5.68美元，最新股息率约为3.6%。雪佛龙在今年1月份还宣布了750亿美元的股票回购计划，该项计划相当于其市值的三分之一。无论回购还是分红，公司都是以真金白银的方式将企业经营成果分配给股东。</p><p style=\"text-align: justify;\">西方石油公司2022年的归母净利润为133亿美元，当前公司总市值为550亿美元，市盈率仅为4倍。2022年，西方石油经营活动的净现金流为168亿美元，每股派息为0.52美元，最新股息率不足1%。西方石油的负责人在近期接受媒体采访时说，“我们在2023年的一大重点是回购普通股，可能还有优先股。”</p><blockquote><strong>投资要回答的三个问题</strong></blockquote><p>芒格曾说过：“我和一个眼光极准的传奇人物合作了许多年，我总是很惊讶地发现，原来人们只要掌握和不停地应用所有明显而且容易学习的原理，就能够精通许许多多的领域。”</p><p style=\"text-align: justify;\">从定性的角度看，就如芒格在Daily Journal年会上所回答的：持有西方石油和雪佛龙相当于在二叠纪盆地拥有了油气资源。就能源行业来说，传统能源很长一段时间内无法被替代，这意味着西方石油和雪佛龙等传统能源公司的高盈利、高现金流和高分红可以持续，满足了伊索的“两鸟在林不如一鸟在手”的确定性要求。</p><p style=\"text-align: justify;\">美国能源信息署在今年3月16日发布的展望报告中也预测，从现在到2050年，美国的石油产量将一直保持在历史高位，甚至可能进一步增加。</p><p style=\"text-align: justify;\">在仔细分析西方石油和雪佛龙的数据之后，我们其实可以看出巴菲特回答了三个问题：你怎么肯定灌木丛里肯定有鸟？它们何时出现，以及会有多少只？无风险的资本利率是多少？如果投资者能回答这三个问题，就会得出灌木丛的最大价值，进而推知鸟儿的最大数量。当然，这里的鸟儿是指美元。</p><p style=\"text-align: justify;\"><strong>巴菲特提出，例如股息率、市盈率、市净率甚至成长率，除非它们一定程度上与企业的现金流入、流出数量和时间挂钩，否则就无法运用估值。公司商业模式的可持续性与现金流可持续性关乎投资的定性判断，如果没有定性的判断，定量指标是无法回答公司到底能值多少钱。</strong></p><p style=\"text-align: justify;\">A股的能源股主要以煤炭股为主，价投大佬张尧等人自2018年以来对煤炭股的投资只增不减，煤炭股的分红全部用来再买入。他们的能源股投资逻辑也与芒格所说的一样，亿万年形成的能源储量在不可逆地减少，能源公司所拥有的资源价值也会越来越高，公司的商业模式具有可持续性。与此同时，站在当前的时点看，这些公司的高股息率、高盈利、高现金流与低市盈率符合其“两鸟在林不如一鸟在手”的确定性原则。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>银行爆雷，全都在等着巴菲特“搭救”！他却投向这一领域，有何原因？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n银行爆雷，全都在等着巴菲特“搭救”！他却投向这一领域，有何原因？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2023-04-02 09:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong>近期，全世界都坐等巴菲特搭救华尔街银行，但没想到等来的却是股神连续加仓西方石油的消息。</strong></blockquote><p>巴菲特在今年3月份连续三次加仓西方石油，耗资约10亿美元。事实上，巴菲特自2022年以来持续对传统能源股进行加码，其投资力度与2016年建仓苹果公司的力度可以相提并论。一堂新的投资课正在讲授……</p><p style=\"text-align: justify;\"><strong>不过，巴菲特讲授的投资原则从来没有变过，那就是他在1999年网络泡沫破裂前的太阳谷年会上所说的“两鸟在林不如一鸟在手”，投资是建立在真实的利润和真实的分红基础之上，而非建立在虚无缥缈的预期之上。</strong></p><p style=\"text-align: justify;\">从定性上讲，巴菲特将生意模式的可持续性放在第一位。在过去的十年间，“碳中和”曾引发世界的欢呼，也沉重打压了投资者对传统能源股的投资热情。但传统能源的刚需特征这两年越来越突出，供应持续紧张，资源储量在不可逆地减少，而拥有西方石油和雪佛龙等石油公司，就犹如在二叠纪盆地拥有了油气资源。</p><blockquote><strong>下注能源股，或是多年一遇的投资机会</strong></blockquote><p>美国SEC近期的监管文件显示，伯克希尔在今年3月份连续三次加仓西方石油，耗资约10亿美元，对西方石油的持股比例已经上升为23.6%，持仓市值约为126亿美元；巴菲特同时还持有另一家石油公司——雪佛龙8.51%的股份，持仓市值为256亿美元。</p><p style=\"text-align: justify;\"><strong>巴菲特对西方石油的加仓步伐可能并不会就此打住。2022年8月，伯克希尔曾获得美国联邦能源监督委员会的许可，可以购买西方石油50%的普通股。</strong></p><p style=\"text-align: justify;\">巴菲特对西方石油的投资可以追溯到2019年。2019年，西方石油与雪佛龙为阿纳达科石油公司展开竞购战，西方石油公司的管理层成功说服了巴菲特为竞购战提供100亿美元的资金。</p><p style=\"text-align: justify;\">在巴菲特的加持下，西方石油最终拿下了阿纳达科石油公司。不过，这100亿美元是以优先股的形式进行投资的，收益率高达8%，巴菲特还获得了西方石油8400万份行权价为每股59.62美元的认股权证。</p><p style=\"text-align: justify;\">巴菲特自2022年开始持续从二级市场上买入西方石油，全年共买入了1.9亿股。在2022年，巴菲特对西方石油的持股比例从0上升为21.59%。2023年，巴菲特继续增持西方石油，目前持股比例为23.6%。</p><p style=\"text-align: justify;\"><strong>巴菲特也是在2022年大幅加仓雪佛龙的。伯克希尔2021年的年报显示，公司仅持有雪佛龙2%的股份。雪佛龙的年报显示，截至2022年底，伯克希尔持有雪佛龙8.51%的股份。这意味着，巴菲特在2022年增持了约1.4亿股雪佛龙，对雪佛龙的持股比例从2%上升至8.51%。</strong></p><p style=\"text-align: justify;\">传统能源股是巴菲特继2016年大买苹果公司之后的又一次大手笔。2016年伯克希尔买入了苹果公司2.5%的股份，2017年伯克希尔对苹果公司的持股比例上升到了3.3%；2018年持股比例又上升至5.4%。巴菲特用了三年的时间完成了对苹果公司的绝大部分建仓工作，耗资约360亿美元，至今仍然持股不动，浮盈最高为5倍，一家苹果公司就占据了巴菲特整体仓位的四成。</p><blockquote><strong>两鸟在林不如一鸟在手</strong></blockquote><p>巴菲特无论是买入苹果公司，还是传统能源公司，其投资的原则一向没有变过。那就是他在1999年太阳谷演讲中所重点阐述过的，“两鸟在林不如一鸟在手”。</p><p style=\"text-align: justify;\">巴菲特2022年不断从二级市场上收集传统能源公司的股票，很大程度上是因为这些公司具有高盈利、高现金流、高分红（或回购）和低市盈率的特征。</p><p style=\"text-align: justify;\">拿雪佛龙公司来说，该公司2022年的归母净利润是354.7亿美元，当前市值为3000亿美元，市盈率不足9倍。2022年，雪佛龙经营活动产生的现金流净额为496亿美元，而雪佛龙2022年的每股派息为5.68美元，最新股息率约为3.6%。雪佛龙在今年1月份还宣布了750亿美元的股票回购计划，该项计划相当于其市值的三分之一。无论回购还是分红，公司都是以真金白银的方式将企业经营成果分配给股东。</p><p style=\"text-align: justify;\">西方石油公司2022年的归母净利润为133亿美元，当前公司总市值为550亿美元，市盈率仅为4倍。2022年，西方石油经营活动的净现金流为168亿美元，每股派息为0.52美元，最新股息率不足1%。西方石油的负责人在近期接受媒体采访时说，“我们在2023年的一大重点是回购普通股，可能还有优先股。”</p><blockquote><strong>投资要回答的三个问题</strong></blockquote><p>芒格曾说过：“我和一个眼光极准的传奇人物合作了许多年，我总是很惊讶地发现，原来人们只要掌握和不停地应用所有明显而且容易学习的原理，就能够精通许许多多的领域。”</p><p style=\"text-align: justify;\">从定性的角度看，就如芒格在Daily Journal年会上所回答的：持有西方石油和雪佛龙相当于在二叠纪盆地拥有了油气资源。就能源行业来说，传统能源很长一段时间内无法被替代，这意味着西方石油和雪佛龙等传统能源公司的高盈利、高现金流和高分红可以持续，满足了伊索的“两鸟在林不如一鸟在手”的确定性要求。</p><p style=\"text-align: justify;\">美国能源信息署在今年3月16日发布的展望报告中也预测，从现在到2050年，美国的石油产量将一直保持在历史高位，甚至可能进一步增加。</p><p style=\"text-align: justify;\">在仔细分析西方石油和雪佛龙的数据之后，我们其实可以看出巴菲特回答了三个问题：你怎么肯定灌木丛里肯定有鸟？它们何时出现，以及会有多少只？无风险的资本利率是多少？如果投资者能回答这三个问题，就会得出灌木丛的最大价值，进而推知鸟儿的最大数量。当然，这里的鸟儿是指美元。</p><p style=\"text-align: justify;\"><strong>巴菲特提出，例如股息率、市盈率、市净率甚至成长率，除非它们一定程度上与企业的现金流入、流出数量和时间挂钩，否则就无法运用估值。公司商业模式的可持续性与现金流可持续性关乎投资的定性判断，如果没有定性的判断，定量指标是无法回答公司到底能值多少钱。</strong></p><p style=\"text-align: justify;\">A股的能源股主要以煤炭股为主，价投大佬张尧等人自2018年以来对煤炭股的投资只增不减，煤炭股的分红全部用来再买入。他们的能源股投资逻辑也与芒格所说的一样，亿万年形成的能源储量在不可逆地减少，能源公司所拥有的资源价值也会越来越高，公司的商业模式具有可持续性。与此同时，站在当前的时点看，这些公司的高股息率、高盈利、高现金流与低市盈率符合其“两鸟在林不如一鸟在手”的确定性原则。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324717042","content_text":"近期，全世界都坐等巴菲特搭救华尔街银行，但没想到等来的却是股神连续加仓西方石油的消息。巴菲特在今年3月份连续三次加仓西方石油，耗资约10亿美元。事实上，巴菲特自2022年以来持续对传统能源股进行加码，其投资力度与2016年建仓苹果公司的力度可以相提并论。一堂新的投资课正在讲授……不过，巴菲特讲授的投资原则从来没有变过，那就是他在1999年网络泡沫破裂前的太阳谷年会上所说的“两鸟在林不如一鸟在手”，投资是建立在真实的利润和真实的分红基础之上，而非建立在虚无缥缈的预期之上。从定性上讲，巴菲特将生意模式的可持续性放在第一位。在过去的十年间，“碳中和”曾引发世界的欢呼，也沉重打压了投资者对传统能源股的投资热情。但传统能源的刚需特征这两年越来越突出，供应持续紧张，资源储量在不可逆地减少，而拥有西方石油和雪佛龙等石油公司，就犹如在二叠纪盆地拥有了油气资源。下注能源股，或是多年一遇的投资机会美国SEC近期的监管文件显示，伯克希尔在今年3月份连续三次加仓西方石油，耗资约10亿美元，对西方石油的持股比例已经上升为23.6%，持仓市值约为126亿美元；巴菲特同时还持有另一家石油公司——雪佛龙8.51%的股份，持仓市值为256亿美元。巴菲特对西方石油的加仓步伐可能并不会就此打住。2022年8月，伯克希尔曾获得美国联邦能源监督委员会的许可，可以购买西方石油50%的普通股。巴菲特对西方石油的投资可以追溯到2019年。2019年，西方石油与雪佛龙为阿纳达科石油公司展开竞购战，西方石油公司的管理层成功说服了巴菲特为竞购战提供100亿美元的资金。在巴菲特的加持下，西方石油最终拿下了阿纳达科石油公司。不过，这100亿美元是以优先股的形式进行投资的，收益率高达8%，巴菲特还获得了西方石油8400万份行权价为每股59.62美元的认股权证。巴菲特自2022年开始持续从二级市场上买入西方石油，全年共买入了1.9亿股。在2022年，巴菲特对西方石油的持股比例从0上升为21.59%。2023年，巴菲特继续增持西方石油，目前持股比例为23.6%。巴菲特也是在2022年大幅加仓雪佛龙的。伯克希尔2021年的年报显示，公司仅持有雪佛龙2%的股份。雪佛龙的年报显示，截至2022年底，伯克希尔持有雪佛龙8.51%的股份。这意味着，巴菲特在2022年增持了约1.4亿股雪佛龙，对雪佛龙的持股比例从2%上升至8.51%。传统能源股是巴菲特继2016年大买苹果公司之后的又一次大手笔。2016年伯克希尔买入了苹果公司2.5%的股份，2017年伯克希尔对苹果公司的持股比例上升到了3.3%；2018年持股比例又上升至5.4%。巴菲特用了三年的时间完成了对苹果公司的绝大部分建仓工作，耗资约360亿美元，至今仍然持股不动，浮盈最高为5倍，一家苹果公司就占据了巴菲特整体仓位的四成。两鸟在林不如一鸟在手巴菲特无论是买入苹果公司，还是传统能源公司，其投资的原则一向没有变过。那就是他在1999年太阳谷演讲中所重点阐述过的，“两鸟在林不如一鸟在手”。巴菲特2022年不断从二级市场上收集传统能源公司的股票，很大程度上是因为这些公司具有高盈利、高现金流、高分红（或回购）和低市盈率的特征。拿雪佛龙公司来说，该公司2022年的归母净利润是354.7亿美元，当前市值为3000亿美元，市盈率不足9倍。2022年，雪佛龙经营活动产生的现金流净额为496亿美元，而雪佛龙2022年的每股派息为5.68美元，最新股息率约为3.6%。雪佛龙在今年1月份还宣布了750亿美元的股票回购计划，该项计划相当于其市值的三分之一。无论回购还是分红，公司都是以真金白银的方式将企业经营成果分配给股东。西方石油公司2022年的归母净利润为133亿美元，当前公司总市值为550亿美元，市盈率仅为4倍。2022年，西方石油经营活动的净现金流为168亿美元，每股派息为0.52美元，最新股息率不足1%。西方石油的负责人在近期接受媒体采访时说，“我们在2023年的一大重点是回购普通股，可能还有优先股。”投资要回答的三个问题芒格曾说过：“我和一个眼光极准的传奇人物合作了许多年，我总是很惊讶地发现，原来人们只要掌握和不停地应用所有明显而且容易学习的原理，就能够精通许许多多的领域。”从定性的角度看，就如芒格在Daily Journal年会上所回答的：持有西方石油和雪佛龙相当于在二叠纪盆地拥有了油气资源。就能源行业来说，传统能源很长一段时间内无法被替代，这意味着西方石油和雪佛龙等传统能源公司的高盈利、高现金流和高分红可以持续，满足了伊索的“两鸟在林不如一鸟在手”的确定性要求。美国能源信息署在今年3月16日发布的展望报告中也预测，从现在到2050年，美国的石油产量将一直保持在历史高位，甚至可能进一步增加。在仔细分析西方石油和雪佛龙的数据之后，我们其实可以看出巴菲特回答了三个问题：你怎么肯定灌木丛里肯定有鸟？它们何时出现，以及会有多少只？无风险的资本利率是多少？如果投资者能回答这三个问题，就会得出灌木丛的最大价值，进而推知鸟儿的最大数量。当然，这里的鸟儿是指美元。巴菲特提出，例如股息率、市盈率、市净率甚至成长率，除非它们一定程度上与企业的现金流入、流出数量和时间挂钩，否则就无法运用估值。公司商业模式的可持续性与现金流可持续性关乎投资的定性判断，如果没有定性的判断，定量指标是无法回答公司到底能值多少钱。A股的能源股主要以煤炭股为主，价投大佬张尧等人自2018年以来对煤炭股的投资只增不减，煤炭股的分红全部用来再买入。他们的能源股投资逻辑也与芒格所说的一样，亿万年形成的能源储量在不可逆地减少，能源公司所拥有的资源价值也会越来越高，公司的商业模式具有可持续性。与此同时，站在当前的时点看，这些公司的高股息率、高盈利、高现金流与低市盈率符合其“两鸟在林不如一鸟在手”的确定性原则。","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987913429,"gmtCreate":1667789795562,"gmtModify":1676537963876,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987913429","repostId":"664952965","repostType":1,"repost":{"id":664952965,"gmtCreate":1667782829000,"gmtModify":1676537962682,"author":{"id":"3585895914412071","authorId":"3585895914412071","name":"品玩","avatar":"https://static.tigerbbs.com/b172a08e9f14d6bb2f35c135c87f473e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585895914412071","authorIdStr":"3585895914412071"},"themes":[],"title":"手機影像的下一個賽道會是模塊化嗎？","htmlText":"11月2日，小米在微博上公佈了小米12Ultra概念機，如果在這之前還有人覺得小米和徠卡的合作還只是停留在給照片套濾鏡的這個層級，那麼這款產品曝光後的確是狠狠的打了他們的臉。 既然跟徠卡深度合作，那小米最偏執的做法，就直接把徠卡相機的鏡頭“拿”過來。注意這個拿是物理層面的拿，不是聯合研發一個符合徠卡光學標準的鏡頭模組，而是直接把徠卡M口的鏡頭轉接到手機上。 圖源：小米官網 在手機中塞入兩枚一英寸傳感器，的確是小米在影像嘗試方面的一次“壯舉”，對機身內部結構也是很大的一個挑戰。小米並沒有因爲可以外接鏡頭模組而放棄手機本身的拍攝能力，搭載一英寸底的IMX989的主攝依舊保留，拿掉了潛望長焦並將鏡頭模組中間的超廣角下移，空出的位置才塞下了另一顆一英寸傳感器。 不僅想法非常大膽，投入的成本也極高。據說這款機器的成本高達30W，並且只生產了10臺。 把手機接上外接鏡頭這件事兒早有先例。不提華強北那些亂七八糟的轉接方案，當年陳可辛導演用iPhoneX拍攝短片《三分鐘》的時候，就採用了非常誇張的外置鏡頭，來提高影片的整體效果。 圖源：《三分鐘》幕後花絮截圖 只不過市面上的轉接方案都是把鏡頭對準手機的主攝進行拍攝。像小米這樣直接單獨給外置鏡頭留一個傳感器的做法，還是行業的第一次。 相信對手機影像發展比較熟悉的用戶都明白，其實手機攝影發展到今天，傳感器已經不是限制影像進步的最大障礙了，各家手機廠商逐漸都會推出搭載一英寸傳感器的機型，所以接下來的需要“卷”的，就是鏡頭素質了。 由於小米12S Ultra概念機直接配置了一個裸露在外面（有藍寶石鏡面覆蓋）的一英寸感光元件，所以這臺機器能給用戶帶來的就是它既有手機的計算攝影的便利性，也擁有徠卡相機極高的光學鏡頭素質。 從社交媒體上拿到樣機的幾位大佬分享出來的圖片可以看出，在高素質鏡頭的配合下，小米12SUltra概念機所呈現出來的照片，跟我們手裏的","listText":"11月2日，小米在微博上公佈了小米12Ultra概念機，如果在這之前還有人覺得小米和徠卡的合作還只是停留在給照片套濾鏡的這個層級，那麼這款產品曝光後的確是狠狠的打了他們的臉。 既然跟徠卡深度合作，那小米最偏執的做法，就直接把徠卡相機的鏡頭“拿”過來。注意這個拿是物理層面的拿，不是聯合研發一個符合徠卡光學標準的鏡頭模組，而是直接把徠卡M口的鏡頭轉接到手機上。 圖源：小米官網 在手機中塞入兩枚一英寸傳感器，的確是小米在影像嘗試方面的一次“壯舉”，對機身內部結構也是很大的一個挑戰。小米並沒有因爲可以外接鏡頭模組而放棄手機本身的拍攝能力，搭載一英寸底的IMX989的主攝依舊保留，拿掉了潛望長焦並將鏡頭模組中間的超廣角下移，空出的位置才塞下了另一顆一英寸傳感器。 不僅想法非常大膽，投入的成本也極高。據說這款機器的成本高達30W，並且只生產了10臺。 把手機接上外接鏡頭這件事兒早有先例。不提華強北那些亂七八糟的轉接方案，當年陳可辛導演用iPhoneX拍攝短片《三分鐘》的時候，就採用了非常誇張的外置鏡頭，來提高影片的整體效果。 圖源：《三分鐘》幕後花絮截圖 只不過市面上的轉接方案都是把鏡頭對準手機的主攝進行拍攝。像小米這樣直接單獨給外置鏡頭留一個傳感器的做法，還是行業的第一次。 相信對手機影像發展比較熟悉的用戶都明白，其實手機攝影發展到今天，傳感器已經不是限制影像進步的最大障礙了，各家手機廠商逐漸都會推出搭載一英寸傳感器的機型，所以接下來的需要“卷”的，就是鏡頭素質了。 由於小米12S Ultra概念機直接配置了一個裸露在外面（有藍寶石鏡面覆蓋）的一英寸感光元件，所以這臺機器能給用戶帶來的就是它既有手機的計算攝影的便利性，也擁有徠卡相機極高的光學鏡頭素質。 從社交媒體上拿到樣機的幾位大佬分享出來的圖片可以看出，在高素質鏡頭的配合下，小米12SUltra概念機所呈現出來的照片，跟我們手裏的","text":"11月2日，小米在微博上公佈了小米12Ultra概念機，如果在這之前還有人覺得小米和徠卡的合作還只是停留在給照片套濾鏡的這個層級，那麼這款產品曝光後的確是狠狠的打了他們的臉。 既然跟徠卡深度合作，那小米最偏執的做法，就直接把徠卡相機的鏡頭“拿”過來。注意這個拿是物理層面的拿，不是聯合研發一個符合徠卡光學標準的鏡頭模組，而是直接把徠卡M口的鏡頭轉接到手機上。 圖源：小米官網 在手機中塞入兩枚一英寸傳感器，的確是小米在影像嘗試方面的一次“壯舉”，對機身內部結構也是很大的一個挑戰。小米並沒有因爲可以外接鏡頭模組而放棄手機本身的拍攝能力，搭載一英寸底的IMX989的主攝依舊保留，拿掉了潛望長焦並將鏡頭模組中間的超廣角下移，空出的位置才塞下了另一顆一英寸傳感器。 不僅想法非常大膽，投入的成本也極高。據說這款機器的成本高達30W，並且只生產了10臺。 把手機接上外接鏡頭這件事兒早有先例。不提華強北那些亂七八糟的轉接方案，當年陳可辛導演用iPhoneX拍攝短片《三分鐘》的時候，就採用了非常誇張的外置鏡頭，來提高影片的整體效果。 圖源：《三分鐘》幕後花絮截圖 只不過市面上的轉接方案都是把鏡頭對準手機的主攝進行拍攝。像小米這樣直接單獨給外置鏡頭留一個傳感器的做法，還是行業的第一次。 相信對手機影像發展比較熟悉的用戶都明白，其實手機攝影發展到今天，傳感器已經不是限制影像進步的最大障礙了，各家手機廠商逐漸都會推出搭載一英寸傳感器的機型，所以接下來的需要“卷”的，就是鏡頭素質了。 由於小米12S Ultra概念機直接配置了一個裸露在外面（有藍寶石鏡面覆蓋）的一英寸感光元件，所以這臺機器能給用戶帶來的就是它既有手機的計算攝影的便利性，也擁有徠卡相機極高的光學鏡頭素質。 從社交媒體上拿到樣機的幾位大佬分享出來的圖片可以看出，在高素質鏡頭的配合下，小米12SUltra概念機所呈現出來的照片，跟我們手裏的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/664952965","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981099061,"gmtCreate":1666334374454,"gmtModify":1676537743125,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981099061","repostId":"9983752978","repostType":1,"repost":{"id":9983752978,"gmtCreate":1666325762295,"gmtModify":1676537741819,"author":{"id":"3576878638522885","authorId":"3576878638522885","name":"Chrono","avatar":"https://static.tigerbbs.com/79f746a4dc41ef35ab2b3f25a0886a49","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576878638522885","authorIdStr":"3576878638522885"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a>Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.","listText":"<a href=\"https://ttm.financial/S/A17U.SI\">$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$</a>Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.","text":"$ASCENDAS REAL ESTATE INV TRUST(A17U.SI)$Sell 30% of my holding at $2.85 and the remaining 70% at $2.64. All at loss but no regret so far. Will monitor and hopefully it it break $2.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983752978","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914282495,"gmtCreate":1665286864818,"gmtModify":1676537582891,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914282495","repostId":"666015774","repostType":1,"repost":{"id":666015774,"gmtCreate":1665278708000,"gmtModify":1676537581722,"author":{"id":"3585895914412071","authorId":"3585895914412071","name":"品玩","avatar":"https://static.tigerbbs.com/b172a08e9f14d6bb2f35c135c87f473e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585895914412071","authorIdStr":"3585895914412071"},"themes":[],"title":"品牌下一步在快手拼什麼？","htmlText":"今年616大促期間，特步在超級品牌日中憑藉一場女子產品線“半糖系列”新品造勢營銷活動，取得了6.7億全網曝光、3911萬銷售額和近24萬新增粉絲的成績，但在一年前，剛剛進入快手的特步還在怎樣做直播電商運營的問題上摸不着頭腦。 “我們在這件事情上走了挺多的彎路。”特步電商直播中心負責人戛納說。 從決定在快手做運營開始，特步就把快手作爲了新品營銷和收穫新業績增量的渠道，“讓大家認識特步好的產品，而不是甩尾貨清倉”。但因爲自身經驗不足，特步在快手探索了很長時間，直到這場超級品牌日新品營銷活動，才證明了自己策略的正確。 特步電商副總裁沈華東把特步在快手的階段性成功，總結爲以下四點：一是重視私域，二是制定了品效合一的營銷策略，三是快手團隊的支持，第四點也是很重要的一點——把內容做好。 “這個平臺上不單是 ‘人找貨’， ‘貨找人’其實是很重要的一個邏輯。怎麼 ‘貨找人’？靠的就是內容。”沈華東說。 他口中的“內容”，簡言之就是把從前貨架電商中的商品詳情頁，變成了現在直播間和短視頻中的可視化內容。通過一系列自有賬號以及與達人合作過程中的內容運營，更好地讓新品觸達消費者，從而實現銷售的轉化。 而爲了更好地讓特步這樣的品牌方降低直播電商經營的門檻，提高效率新品運營效率，快手平臺也提煉出了一套商家經營方法論和對應的扶持政策。 在近期舉辦的“2022年116商家大會”上，快手電商解讀了今年“快手116心意購物節”的最新玩法。而這場大會更值得關注的是，快手電商正式宣佈推出一項“快手新品超級計劃”——要打造100款GMV破億，以及10000款GMV破千萬的新品。 圖源：快手 快手電商用戶運營負責人葉恆如此向商家解讀新品運營的“三步”策略： 第一步，商家可通過達人、短視頻，完成對用戶的“新品種草”，產生新品購買用戶（種草）； 第二步，通過自身店播，引粉到店產生復購（養草）； 第三步，養成會員心智","listText":"今年616大促期間，特步在超級品牌日中憑藉一場女子產品線“半糖系列”新品造勢營銷活動，取得了6.7億全網曝光、3911萬銷售額和近24萬新增粉絲的成績，但在一年前，剛剛進入快手的特步還在怎樣做直播電商運營的問題上摸不着頭腦。 “我們在這件事情上走了挺多的彎路。”特步電商直播中心負責人戛納說。 從決定在快手做運營開始，特步就把快手作爲了新品營銷和收穫新業績增量的渠道，“讓大家認識特步好的產品，而不是甩尾貨清倉”。但因爲自身經驗不足，特步在快手探索了很長時間，直到這場超級品牌日新品營銷活動，才證明了自己策略的正確。 特步電商副總裁沈華東把特步在快手的階段性成功，總結爲以下四點：一是重視私域，二是制定了品效合一的營銷策略，三是快手團隊的支持，第四點也是很重要的一點——把內容做好。 “這個平臺上不單是 ‘人找貨’， ‘貨找人’其實是很重要的一個邏輯。怎麼 ‘貨找人’？靠的就是內容。”沈華東說。 他口中的“內容”，簡言之就是把從前貨架電商中的商品詳情頁，變成了現在直播間和短視頻中的可視化內容。通過一系列自有賬號以及與達人合作過程中的內容運營，更好地讓新品觸達消費者，從而實現銷售的轉化。 而爲了更好地讓特步這樣的品牌方降低直播電商經營的門檻，提高效率新品運營效率，快手平臺也提煉出了一套商家經營方法論和對應的扶持政策。 在近期舉辦的“2022年116商家大會”上，快手電商解讀了今年“快手116心意購物節”的最新玩法。而這場大會更值得關注的是，快手電商正式宣佈推出一項“快手新品超級計劃”——要打造100款GMV破億，以及10000款GMV破千萬的新品。 圖源：快手 快手電商用戶運營負責人葉恆如此向商家解讀新品運營的“三步”策略： 第一步，商家可通過達人、短視頻，完成對用戶的“新品種草”，產生新品購買用戶（種草）； 第二步，通過自身店播，引粉到店產生復購（養草）； 第三步，養成會員心智","text":"今年616大促期間，特步在超級品牌日中憑藉一場女子產品線“半糖系列”新品造勢營銷活動，取得了6.7億全網曝光、3911萬銷售額和近24萬新增粉絲的成績，但在一年前，剛剛進入快手的特步還在怎樣做直播電商運營的問題上摸不着頭腦。 “我們在這件事情上走了挺多的彎路。”特步電商直播中心負責人戛納說。 從決定在快手做運營開始，特步就把快手作爲了新品營銷和收穫新業績增量的渠道，“讓大家認識特步好的產品，而不是甩尾貨清倉”。但因爲自身經驗不足，特步在快手探索了很長時間，直到這場超級品牌日新品營銷活動，才證明了自己策略的正確。 特步電商副總裁沈華東把特步在快手的階段性成功，總結爲以下四點：一是重視私域，二是制定了品效合一的營銷策略，三是快手團隊的支持，第四點也是很重要的一點——把內容做好。 “這個平臺上不單是 ‘人找貨’， ‘貨找人’其實是很重要的一個邏輯。怎麼 ‘貨找人’？靠的就是內容。”沈華東說。 他口中的“內容”，簡言之就是把從前貨架電商中的商品詳情頁，變成了現在直播間和短視頻中的可視化內容。通過一系列自有賬號以及與達人合作過程中的內容運營，更好地讓新品觸達消費者，從而實現銷售的轉化。 而爲了更好地讓特步這樣的品牌方降低直播電商經營的門檻，提高效率新品運營效率，快手平臺也提煉出了一套商家經營方法論和對應的扶持政策。 在近期舉辦的“2022年116商家大會”上，快手電商解讀了今年“快手116心意購物節”的最新玩法。而這場大會更值得關注的是，快手電商正式宣佈推出一項“快手新品超級計劃”——要打造100款GMV破億，以及10000款GMV破千萬的新品。 圖源：快手 快手電商用戶運營負責人葉恆如此向商家解讀新品運營的“三步”策略： 第一步，商家可通過達人、短視頻，完成對用戶的“新品種草”，產生新品購買用戶（種草）； 第二步，通過自身店播，引粉到店產生復購（養草）； 第三步，養成會員心智","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666015774","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911113173,"gmtCreate":1664154678092,"gmtModify":1676537398060,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911113173","repostId":"661536403","repostType":1,"repost":{"id":661536403,"gmtCreate":1664070610003,"gmtModify":1676537385581,"author":{"id":"3558912976203898","authorId":"3558912976203898","name":"银环蛇","avatar":"https://static.tigerbbs.com/186b54949fd1f43799d3469c08406883","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558912976203898","authorIdStr":"3558912976203898"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a>哈哈","listText":"<a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a>哈哈","text":"$朝聚眼科(02219)$哈哈","images":[{"img":"https://static.tigerbbs.com/7c658e99068326a2b0f11e826875a16d","width":"1125","height":"1761"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661536403","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937404915,"gmtCreate":1663474738338,"gmtModify":1676537276328,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937404915","repostId":"663733359","repostType":1,"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933926651,"gmtCreate":1662205400273,"gmtModify":1676537018033,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933926651","repostId":"669127220","repostType":1,"repost":{"id":669127220,"gmtCreate":1662177004662,"gmtModify":1676537014482,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"菲律賓首富竟來自中國，手握全國5%GDP，給子女留下千億財產","htmlText":"文 ｜華商韜略 張偉1936 年，福建晉江一個 12 歲的少年，爲了躲避戰亂，踏上了前往菲律賓的商船。鮮有人能預料到，彼時少年單薄的脊背，會撐起一個佔據菲律賓5%GDP的商業帝國。1924年，施至成出生於福建省晉江龍湖鎮溪村的一個普通家庭。爲了躲避戰亂，施至成的父母開始下南洋做生意，謀出路。隨後由於國內衝突頻發，戰事升級，施至成決定到菲律賓去找父母團聚。定居菲律賓後，施至成的父母花光積蓄開起了一家雜貨店。施也就是在這一時期一邊學習英語和菲律賓當地語言，一邊幫家裏看店。雖然辛苦但日子過得有聲有色。可戰亂的年代，百姓並不能如願以償地安穩生活。在日軍攻佔菲律賓後，施至成家開的小店乃至整條商業街都被打砸搶燒。原本蒸蒸日上的施家變得一貧如洗。混亂會帶來苦難，但混亂中的機遇，也會成爲上升的階梯。美軍在菲律賓趕走日軍後，還給這裏帶來了一個商機：美國大兵穿不完的多餘軍靴，想要直接在當地出售。而施至成則抓住這次機會，大量收購美軍軍靴。另一方面，當地居民感謝美軍對抗日做出的貢獻，對美軍軍裝頗有好感。於是，施憑藉軍靴生意賺取到人生第一桶金，並開了自己的第一家鞋店Shoe Mart（鞋莊）——這正是 SM 集團的前身。二戰結束後的和平年代裏，人們對於日常用品的需求與日俱增。施至成坐着老舊的螺旋槳飛機顛簸往返於歐美，將各種款式的鞋子進口到菲律賓。幾年時間內，他便創造出了1億雙鞋的出售記錄，“鞋業大王”的稱號可以說是實至名歸。但他並未滿足於此，經常前往美國取經。紐約、波士頓繁華的街景令他感到震驚，而美國成熟的零售業也升級了他的商業理念。回菲律賓之後，施至成一改經營方向，開始逐步引進服裝、日用品、護膚品等，鞋莊逐漸升級成了百貨商場。一家店就擁有齊全的貨物，大大節省了人們購物的時間成本，這種新型購物模式得到了人們的廣泛接納。其餘各店還沒有反應過來，或者剛要開始轉型，就被SM打了一個措手不及。施趁機會開疆拓","listText":"文 ｜華商韜略 張偉1936 年，福建晉江一個 12 歲的少年，爲了躲避戰亂，踏上了前往菲律賓的商船。鮮有人能預料到，彼時少年單薄的脊背，會撐起一個佔據菲律賓5%GDP的商業帝國。1924年，施至成出生於福建省晉江龍湖鎮溪村的一個普通家庭。爲了躲避戰亂，施至成的父母開始下南洋做生意，謀出路。隨後由於國內衝突頻發，戰事升級，施至成決定到菲律賓去找父母團聚。定居菲律賓後，施至成的父母花光積蓄開起了一家雜貨店。施也就是在這一時期一邊學習英語和菲律賓當地語言，一邊幫家裏看店。雖然辛苦但日子過得有聲有色。可戰亂的年代，百姓並不能如願以償地安穩生活。在日軍攻佔菲律賓後，施至成家開的小店乃至整條商業街都被打砸搶燒。原本蒸蒸日上的施家變得一貧如洗。混亂會帶來苦難，但混亂中的機遇，也會成爲上升的階梯。美軍在菲律賓趕走日軍後，還給這裏帶來了一個商機：美國大兵穿不完的多餘軍靴，想要直接在當地出售。而施至成則抓住這次機會，大量收購美軍軍靴。另一方面，當地居民感謝美軍對抗日做出的貢獻，對美軍軍裝頗有好感。於是，施憑藉軍靴生意賺取到人生第一桶金，並開了自己的第一家鞋店Shoe Mart（鞋莊）——這正是 SM 集團的前身。二戰結束後的和平年代裏，人們對於日常用品的需求與日俱增。施至成坐着老舊的螺旋槳飛機顛簸往返於歐美，將各種款式的鞋子進口到菲律賓。幾年時間內，他便創造出了1億雙鞋的出售記錄，“鞋業大王”的稱號可以說是實至名歸。但他並未滿足於此，經常前往美國取經。紐約、波士頓繁華的街景令他感到震驚，而美國成熟的零售業也升級了他的商業理念。回菲律賓之後，施至成一改經營方向，開始逐步引進服裝、日用品、護膚品等，鞋莊逐漸升級成了百貨商場。一家店就擁有齊全的貨物，大大節省了人們購物的時間成本，這種新型購物模式得到了人們的廣泛接納。其餘各店還沒有反應過來，或者剛要開始轉型，就被SM打了一個措手不及。施趁機會開疆拓","text":"文 ｜華商韜略 張偉1936 年，福建晉江一個 12 歲的少年，爲了躲避戰亂，踏上了前往菲律賓的商船。鮮有人能預料到，彼時少年單薄的脊背，會撐起一個佔據菲律賓5%GDP的商業帝國。1924年，施至成出生於福建省晉江龍湖鎮溪村的一個普通家庭。爲了躲避戰亂，施至成的父母開始下南洋做生意，謀出路。隨後由於國內衝突頻發，戰事升級，施至成決定到菲律賓去找父母團聚。定居菲律賓後，施至成的父母花光積蓄開起了一家雜貨店。施也就是在這一時期一邊學習英語和菲律賓當地語言，一邊幫家裏看店。雖然辛苦但日子過得有聲有色。可戰亂的年代，百姓並不能如願以償地安穩生活。在日軍攻佔菲律賓後，施至成家開的小店乃至整條商業街都被打砸搶燒。原本蒸蒸日上的施家變得一貧如洗。混亂會帶來苦難，但混亂中的機遇，也會成爲上升的階梯。美軍在菲律賓趕走日軍後，還給這裏帶來了一個商機：美國大兵穿不完的多餘軍靴，想要直接在當地出售。而施至成則抓住這次機會，大量收購美軍軍靴。另一方面，當地居民感謝美軍對抗日做出的貢獻，對美軍軍裝頗有好感。於是，施憑藉軍靴生意賺取到人生第一桶金，並開了自己的第一家鞋店Shoe Mart（鞋莊）——這正是 SM 集團的前身。二戰結束後的和平年代裏，人們對於日常用品的需求與日俱增。施至成坐着老舊的螺旋槳飛機顛簸往返於歐美，將各種款式的鞋子進口到菲律賓。幾年時間內，他便創造出了1億雙鞋的出售記錄，“鞋業大王”的稱號可以說是實至名歸。但他並未滿足於此，經常前往美國取經。紐約、波士頓繁華的街景令他感到震驚，而美國成熟的零售業也升級了他的商業理念。回菲律賓之後，施至成一改經營方向，開始逐步引進服裝、日用品、護膚品等，鞋莊逐漸升級成了百貨商場。一家店就擁有齊全的貨物，大大節省了人們購物的時間成本，這種新型購物模式得到了人們的廣泛接納。其餘各店還沒有反應過來，或者剛要開始轉型，就被SM打了一個措手不及。施趁機會開疆拓","images":[{"img":"https://static.tigerbbs.com/b83712068aa62a7543a5c087bd997eea","width":"1224","height":"636"},{"img":"https://static.tigerbbs.com/182a49a5ed8001d15fdccea1674a9556","width":"1000","height":"588"},{"img":"https://static.tigerbbs.com/cb8d010dd673d8012e6df5e20c5f1ad4","width":"1108","height":"734"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/669127220","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073755729,"gmtCreate":1657420852861,"gmtModify":1676536005632,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"Is it confirmed? Cant find the company announcement","listText":"Is it confirmed? Cant find the company announcement","text":"Is it confirmed? Cant find the company announcement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073755729","repostId":"1121124780","repostType":2,"repost":{"id":"1121124780","kind":"news","pubTimestamp":1655192951,"share":"https://ttm.financial/m/news/1121124780?lang=&edition=fundamental","pubTime":"2022-06-14 15:49","market":"sg","language":"en","title":"4 Singapore Stocks Acquiring to Grow Their Dividends in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1121124780","media":"The Smart Investor","summary":"Acquisitions can help to boost dividends. Here are four Singapore companies that are doing just that","content":"<html><head></head><body><p>Acquisitions can help to boost dividends. Here are four Singapore companies that are doing just that.</p><p><img src=\"https://static.tigerbbs.com/63be297aa20219f5c0f9eeade1b49c54\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>It’s a great feeling to own stocks that pay out dividends.</p><p>This stream of passive income not only enriches your wallet but also acts as a great buffer in case of a recession.</p><p>It’s even better if these businesses can raise their dividends over time, such that your flow of income also rises in tandem.</p><p>There are two main methods that companies rely on for growth.</p><p>One is through organic means – building a new factory or producing an additional product line or brand extension.</p><p>The other is through acquisitions of companies or assets.</p><p>We look at four Singapore stocks that recently conducted acquisitions to grow their dividends for this year.</p><p><b>Ascendas REIT (SGX: A17U)</b></p><p>Ascendas REIT, or A-REIT, is one of the oldest industrial REITs in Singapore.</p><p>It has a total asset value of S$16.4 billion as of 31 March 2022 that is split across four regions – Singapore, Australia, the US and the UK.</p><p>Last month, A-REIT announced the acquisition of seven logistics properties in Chicago, USA, for S$133.2 million.</p><p>In general, Chicago has a low vacancy rate at 3.1% and is expected to fall to around 2%.</p><p>Also, the asking rent has increased by around 3.7% per year over the last five years.</p><p>The acquired properties have a total of 12 tenants with a weighted average lease expiry (WALE) of five years as of 31 March 2022.</p><p>No single tenant contributes more than 20% of total rental income and all leases come with rental escalation clauses of 2% to 3% per annum.</p><p>Distribution per unit is expected to rise by 0.01% from this transaction.</p><p><b>The Hour Glass Limited (SGX: AGS)</b></p><p>The Hour Glass, or THG, is a luxury watch retailer that owns a network of 50 boutiques around the Asia-Pacific region.</p><p>The group sells a variety of Swiss watch brands such as Rolex, Patek Philippe, Omega, Panerai, and Hublot.</p><p>THG had acquired a two-storey retail and office building in Brisbane, Australia, for around S$81.4 million.</p><p>The property has a total net lettable area of 2,030 square metres and is located in the heart of Brisbane’s central business district (CBD).</p><p>This acquisition is in line with THG’s strategy of owning properties in prime locations to set up new boutiques.</p><p>The luxury retailer recently announced a strong set of earnings for its fiscal 2022 (FY2022) that saw revenue rise 39% year on year and net profit surge 88% year on year.</p><p>Total dividends for FY2022 came up to S$0.08, higher than the S$0.06 paid out the year before.</p><p>If this acquisition results in better revenue and profits, investors could see the group raising its dividend once more.</p><p><b>CapitaLand Investment Limited (SGX: 9CI)</b></p><p>CapitaLand Investment Limited, or CLI, is a global real estate investment manager with S$124 billion of real estate assets under management (AUM) as of 31 March 2022.</p><p>The group also held around S$86 billion worth of funds under management via six listed REITs and business trusts.</p><p>Just last week, CLI acquired a 22-storey freehold office building in Melbourne, Australia, marking the group’s fifth investment in the country in the last six months.</p><p>The property has a net lettable area of 32,000 square metres and is located within the CBD.</p><p>Management believes the acquisition is well-positioned to do well given the strong WALE, its good location, and potential for asset enhancement initiatives.</p><p>As CLI builds up its asset base and UM, there’s also an increased chance that the property giant can pay out a higher dividend for FY2022.</p><p><b>United Hampshire US REIT (SGX: ODBU)</b></p><p>United Hampshire US REIT, or UHREIT, owns a diversified portfolio of grocery-anchored and necessity-based retail properties in the US.</p><p>Its portfolio comprises 20 predominantly freehold grocery properties and four self-storage properties with an AUM of around US$688.5 million.</p><p>UHREIT announced the acquisition of a US$85.7 million grocery-anchored property called Upland Square Shopping Centre in Pennsylvania, USA.</p><p>This is the REIT’s second acquisition in Pennsylvania this property has a net lettable area of 400,674 square feet with 100% occupancy and a long WALE of 6.3 years.</p><p>Upland Square has a diverse pool of 35 tenants including anchor tenant Giant by <b>Ahold Delhaize</b> (AMS: AD) and <b>ULTA Beauty</b> (NASDAQ: ULTA).</p><p>The purchase is expected to increase DPU by 2.13% post-acquisition from US$0.061 currently to US$0.0623.</p><p>UHREIT’s portfolio value will also rise 6% to US$730.1 million.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Stocks Acquiring to Grow Their Dividends in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-stocks-acquiring-to-grow-their-dividends-in-2022/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Acquisitions can help to boost dividends. Here are four Singapore companies that are doing just that.It’s a great feeling to own stocks that pay out dividends.This stream of passive income not only ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-stocks-acquiring-to-grow-their-dividends-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AGS.SI":"欧佳时","9CI.SI":"凯德投资","A17U.SI":"凯德腾飞房产信托","ODBU.SI":"UtdHampshReitUSD"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-stocks-acquiring-to-grow-their-dividends-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121124780","content_text":"Acquisitions can help to boost dividends. Here are four Singapore companies that are doing just that.It’s a great feeling to own stocks that pay out dividends.This stream of passive income not only enriches your wallet but also acts as a great buffer in case of a recession.It’s even better if these businesses can raise their dividends over time, such that your flow of income also rises in tandem.There are two main methods that companies rely on for growth.One is through organic means – building a new factory or producing an additional product line or brand extension.The other is through acquisitions of companies or assets.We look at four Singapore stocks that recently conducted acquisitions to grow their dividends for this year.Ascendas REIT (SGX: A17U)Ascendas REIT, or A-REIT, is one of the oldest industrial REITs in Singapore.It has a total asset value of S$16.4 billion as of 31 March 2022 that is split across four regions – Singapore, Australia, the US and the UK.Last month, A-REIT announced the acquisition of seven logistics properties in Chicago, USA, for S$133.2 million.In general, Chicago has a low vacancy rate at 3.1% and is expected to fall to around 2%.Also, the asking rent has increased by around 3.7% per year over the last five years.The acquired properties have a total of 12 tenants with a weighted average lease expiry (WALE) of five years as of 31 March 2022.No single tenant contributes more than 20% of total rental income and all leases come with rental escalation clauses of 2% to 3% per annum.Distribution per unit is expected to rise by 0.01% from this transaction.The Hour Glass Limited (SGX: AGS)The Hour Glass, or THG, is a luxury watch retailer that owns a network of 50 boutiques around the Asia-Pacific region.The group sells a variety of Swiss watch brands such as Rolex, Patek Philippe, Omega, Panerai, and Hublot.THG had acquired a two-storey retail and office building in Brisbane, Australia, for around S$81.4 million.The property has a total net lettable area of 2,030 square metres and is located in the heart of Brisbane’s central business district (CBD).This acquisition is in line with THG’s strategy of owning properties in prime locations to set up new boutiques.The luxury retailer recently announced a strong set of earnings for its fiscal 2022 (FY2022) that saw revenue rise 39% year on year and net profit surge 88% year on year.Total dividends for FY2022 came up to S$0.08, higher than the S$0.06 paid out the year before.If this acquisition results in better revenue and profits, investors could see the group raising its dividend once more.CapitaLand Investment Limited (SGX: 9CI)CapitaLand Investment Limited, or CLI, is a global real estate investment manager with S$124 billion of real estate assets under management (AUM) as of 31 March 2022.The group also held around S$86 billion worth of funds under management via six listed REITs and business trusts.Just last week, CLI acquired a 22-storey freehold office building in Melbourne, Australia, marking the group’s fifth investment in the country in the last six months.The property has a net lettable area of 32,000 square metres and is located within the CBD.Management believes the acquisition is well-positioned to do well given the strong WALE, its good location, and potential for asset enhancement initiatives.As CLI builds up its asset base and UM, there’s also an increased chance that the property giant can pay out a higher dividend for FY2022.United Hampshire US REIT (SGX: ODBU)United Hampshire US REIT, or UHREIT, owns a diversified portfolio of grocery-anchored and necessity-based retail properties in the US.Its portfolio comprises 20 predominantly freehold grocery properties and four self-storage properties with an AUM of around US$688.5 million.UHREIT announced the acquisition of a US$85.7 million grocery-anchored property called Upland Square Shopping Centre in Pennsylvania, USA.This is the REIT’s second acquisition in Pennsylvania this property has a net lettable area of 400,674 square feet with 100% occupancy and a long WALE of 6.3 years.Upland Square has a diverse pool of 35 tenants including anchor tenant Giant by Ahold Delhaize (AMS: AD) and ULTA Beauty (NASDAQ: ULTA).The purchase is expected to increase DPU by 2.13% post-acquisition from US$0.061 currently to US$0.0623.UHREIT’s portfolio value will also rise 6% to US$730.1 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324713687,"gmtCreate":1616030359049,"gmtModify":1704789931953,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"Comments and like please","listText":"Comments and like please","text":"Comments and like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324713687","repostId":"1119334973","repostType":4,"repost":{"id":"1119334973","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616025406,"share":"https://ttm.financial/m/news/1119334973?lang=&edition=fundamental","pubTime":"2021-03-18 07:56","market":"hk","language":"zh","title":"昨夜今晨： 美联储鸽声嘹亮！道指再创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1119334973","media":"老虎资讯综合","summary":"摘要联储放鸽美股收高，道指突破33000关口创新高；热门中概股周三收盘涨跌不一，拼多多跌超7%；美国联邦公开市场委员会3月17日会议声明全文；哔哩哔哩将于2021年3月18日至3月23日招股；隆力奇旗","content":"<p><b>摘要</b></p><blockquote>联储放鸽美股收高，道指突破33000关口创新高；</blockquote><blockquote>热门中概股周三收盘涨跌不一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%；</blockquote><blockquote>美国联邦公开市场委员会3月17日会议声明全文；</blockquote><blockquote><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>将于2021年3月18日至3月23日招股；</blockquote><blockquote>隆力奇旗下聚好商城登陆纳斯达克，IPO首日收涨超24%。</blockquote><p>海外市场</p><p>1、联储放鸽美股收高 道指突破33000关口创新高</p><p>美股周三收高，道指史上首次站上33000关口，与标普指数均创历史新高。美联储维持利率不变，上调GDP与通胀预期。鲍威尔暗示2023年底前不会加息。美国国债收益率攀升，10年期美债收益率一度逼近1.69%。截至收盘，道琼斯指数涨0.58%，纳斯达克指数涨0.4%，标普500指数涨0.29%。其中，道指和标普500指数续创历史新高。</p><p>2、热门中概股周三收盘涨跌不一 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%</p><p>热门中概股周三收盘涨跌不一，区块链股集体上涨。拼多多跌超7%，该公司四季度财报显示营收265.5亿元，月活超7亿，创始人黄峥辞任董事长，由联合创始人、现任CEO陈磊接棒。</p><p>隆力奇旗下聚好商城今日登陆纳斯达克，股价收盘大涨超24%。</p><p>此外，途牛涨16%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨3.8%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨2.8%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超2%。<a href=\"https://laohu8.com/S/LU\">陆金所</a>、YY欢聚时代、瑞幸粉单涨1%。<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>跌超9%，拼多多跌超7%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌超5%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌超2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超1%。</p><p>3、欧股主要指数涨跌不一 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.6%</p><p>欧洲时间周三，欧股主要指数涨跌不一，截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数17日报收于6762.67点，比前一交易日下跌40.94点，跌幅为0.60%。德国法兰克福股市DAX30指数报收于14596.61点，比前一交易日上涨39.03点，涨幅为0.27%。法国巴黎股市CAC40指数报收于6054.82点，比前一交易日下跌0.61点，跌幅为0.01%。</p><p>4、需求预期疲软+EIA原油库存增加 美油下跌四连阴</p><p>美国WTI 4月原油期货电子盘价格周三(3月17日)收盘下跌0.36美元，跌幅0.56%，报64.44美元/桶。油价周三连续第四日下滑，受欧洲需求疲软预期和美国原油库存增加拖累。</p><p>与此同时，ICE布伦特5月原油期货电子盘价格收盘下跌0.53美元，跌幅0.77%，报67.86美元/桶。</p><p>5、周三黄金期货收跌0.2% 美联储公布利率决定后反弹</p><p>黄金期货价格周三收跌。美国国债收益率继续攀升，令金价承压。但在美联储暗示在2023年底前不会加息后，金价略微回升。</p><p>6、议息结果前 美30年期债收益率创19个月高</p><p>联储局公布议息结果前，美国国库券孳息率全线上扬，其中，30年期美债息抽高6.7个基点，盘中暂时高位升至2.448厘，创下2019年8月以来新高。</p><p>10年期美债息上涨5.9个基点，现报1.676厘。20年期美债息报2.348厘，升5.9个基点；两年期美债收益率持稳于0.153厘；五年期美债息涨2.8个基点，报0.854厘。</p><p>国际宏观</p><p>1、美联储上调今年美国经济增速至6.5％，预计2023年底前不加息</p><p>美联储联邦公开市场委员会连续两天的议息会议结束。美联储点阵图显示，多数美联储联邦公开市场委员会官员预计2023年底前不会加息。具体来看，18名参与预测的官员一致预计将保持近零利率不变至少到2021年，14位官员预计保持近零利率不变至少至2022年，11位官员预计保持近零利率不变至少至2023年底。</p><p>2、美国联邦公开市场委员会3月17日会议声明全文</p><p>北京时间3月18日（周四）03：00，美国联邦公开市场委员会（FOMC）公布最新利率决议，将基准利率维持在0%-0.25%区间不变，将超额准备金率（IOER）维持在0.1%不变，将贴现利率维持在0.25%不变，符合市场的普遍预期。</p><p>3、巴西央行超预期加息75个基点 预计下次议息会议将再次加息</p><p>巴西央行周三宣布将基准利率上调75个基点至2.75%，市场预期为加息50个基点至2.5%。</p><p>巴西央行表示，利率决定是一致通过的，预计下次会议将再次加息75个基点。经济增长的不确定性仍高于往常，特别是今年的第一和第二季度。坚持经济改革是实现可持续复苏的关键。</p><p>4、欧盟公布重新开放计划 疫苗通行证给旅游业带来希望</p><p>欧盟执行部门提议引入数字证书，证明持有人或接种了疫苗，或已从感染中康复，或最近病毒检测呈阴性，因此不会构成重大健康风险。根据周三的公告，这种通行证旨在促进欧盟内部和对外的休闲旅行。/</p><p>5、英国首相：对中国进行“新冷战”是错误的，英国将与中国合作</p><p>当地时间 3 月 16 日，英国首相鲍里斯 · 约翰逊对议员发表讲话时称，英国希望与中国合作，包括建立更强大和积极的经济关系，以及在应对气候变化问题上的合作。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2120248138\" target=\"_blank\">华尔街大行首家 摩根士丹利将为高净值客户提供比特币基金</a></p><p>知情人士透露，摩根士丹利周三在一份内部备忘录中告诉其财务顾问，将推出三只基金，让投资者能够持有比特币。摩根士丹利成为首家为其富裕客户提供比特币基金渠道的美国大型银行。</p><p>2、<a href=\"https://laohu8.com/NW/2120136631\" target=\"_blank\">苹果即将发布新款iPad 进一步扩充得益于居家办公的产品线</a></p><p>知情人士称，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划发布新款iPad Pro，配备更好的处理器和改进的相机。新型号的外观将与当前iPad Pro相似，同样有11英寸和12.9英寸屏幕的版本。</p><p>3、<a href=\"https://laohu8.com/NW/2120136116\" target=\"_blank\">哔哩哔哩将于2021年3月18日至3月23日招股</a></p><p>哔哩哔哩在港交所公告，将于2021年3月18日至3月23日招股，公开发售价将不超过988.00港元。预计将在2021年3月29日挂牌上市。</p><p>4、富士康计划生产电动汽车：旨在获得全球10％市场份额</p><p>日前，富士康宣布，将在美国或墨西哥建立首个电动汽车生产工厂，并希望未来获得全球电动车市场10%的市场份额。而对于最终电动汽车生产工厂的选址，刘扬伟表示，熟练劳动力和工程人才的可用性和成本将是关键性的决定因素之一，而最终结果将在7月1日之前揭晓。</p><p>今年2月，富士康与富士康与美国电动汽车初创企业Fisker签订协议，将为Fisker代工生产电动汽车产品，目标市场覆盖北美、欧洲、中国和印度，预计会在2023年第四季度正式量产，年产量将超过25万辆。</p><p>5、<a href=\"https://laohu8.com/NW/2120135955\" target=\"_blank\">隆力奇旗下聚好商城登陆纳斯达克，IPO首日收涨超24%</a></p><p>隆力奇旗下<a href=\"https://laohu8.com/S/JWEL\">聚好商城</a>周三在纳斯达克挂牌上市，该股周三高开43%，盘中涨幅一度达到近50%。截至收盘，该股大涨24.43%，报8.71美元，市值2.17亿美元。</p><p>此前该公司宣布，该公司以每股7美元的价格公开发售3，714，286股普通股。在扣除相应的发行费用前，预计募集资金总额为2600万美元。</p><p>6、<a href=\"https://laohu8.com/NW/2120136644\" target=\"_blank\">中通快递Q4营收82.571亿元，净利同比降44.3%</a></p><p>报告显示，中通快递第四季度营收为82.571亿元，比上年同期增长20.6%；净利润为12.916亿元，比上年同期的净利润下降44.3%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨： 美联储鸽声嘹亮！道指再创历史新高</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨： 美联储鸽声嘹亮！道指再创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-18 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>摘要</b></p><blockquote>联储放鸽美股收高，道指突破33000关口创新高；</blockquote><blockquote>热门中概股周三收盘涨跌不一，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%；</blockquote><blockquote>美国联邦公开市场委员会3月17日会议声明全文；</blockquote><blockquote><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>将于2021年3月18日至3月23日招股；</blockquote><blockquote>隆力奇旗下聚好商城登陆纳斯达克，IPO首日收涨超24%。</blockquote><p>海外市场</p><p>1、联储放鸽美股收高 道指突破33000关口创新高</p><p>美股周三收高，道指史上首次站上33000关口，与标普指数均创历史新高。美联储维持利率不变，上调GDP与通胀预期。鲍威尔暗示2023年底前不会加息。美国国债收益率攀升，10年期美债收益率一度逼近1.69%。截至收盘，道琼斯指数涨0.58%，纳斯达克指数涨0.4%，标普500指数涨0.29%。其中，道指和标普500指数续创历史新高。</p><p>2、热门中概股周三收盘涨跌不一 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超7%</p><p>热门中概股周三收盘涨跌不一，区块链股集体上涨。拼多多跌超7%，该公司四季度财报显示营收265.5亿元，月活超7亿，创始人黄峥辞任董事长，由联合创始人、现任CEO陈磊接棒。</p><p>隆力奇旗下聚好商城今日登陆纳斯达克，股价收盘大涨超24%。</p><p>此外，途牛涨16%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨5%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>涨3.8%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨2.8%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超2%。<a href=\"https://laohu8.com/S/LU\">陆金所</a>、YY欢聚时代、瑞幸粉单涨1%。<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>跌超9%，拼多多跌超7%，<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌超5%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌超2%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超1%。</p><p>3、欧股主要指数涨跌不一 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.6%</p><p>欧洲时间周三，欧股主要指数涨跌不一，截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数17日报收于6762.67点，比前一交易日下跌40.94点，跌幅为0.60%。德国法兰克福股市DAX30指数报收于14596.61点，比前一交易日上涨39.03点，涨幅为0.27%。法国巴黎股市CAC40指数报收于6054.82点，比前一交易日下跌0.61点，跌幅为0.01%。</p><p>4、需求预期疲软+EIA原油库存增加 美油下跌四连阴</p><p>美国WTI 4月原油期货电子盘价格周三(3月17日)收盘下跌0.36美元，跌幅0.56%，报64.44美元/桶。油价周三连续第四日下滑，受欧洲需求疲软预期和美国原油库存增加拖累。</p><p>与此同时，ICE布伦特5月原油期货电子盘价格收盘下跌0.53美元，跌幅0.77%，报67.86美元/桶。</p><p>5、周三黄金期货收跌0.2% 美联储公布利率决定后反弹</p><p>黄金期货价格周三收跌。美国国债收益率继续攀升，令金价承压。但在美联储暗示在2023年底前不会加息后，金价略微回升。</p><p>6、议息结果前 美30年期债收益率创19个月高</p><p>联储局公布议息结果前，美国国库券孳息率全线上扬，其中，30年期美债息抽高6.7个基点，盘中暂时高位升至2.448厘，创下2019年8月以来新高。</p><p>10年期美债息上涨5.9个基点，现报1.676厘。20年期美债息报2.348厘，升5.9个基点；两年期美债收益率持稳于0.153厘；五年期美债息涨2.8个基点，报0.854厘。</p><p>国际宏观</p><p>1、美联储上调今年美国经济增速至6.5％，预计2023年底前不加息</p><p>美联储联邦公开市场委员会连续两天的议息会议结束。美联储点阵图显示，多数美联储联邦公开市场委员会官员预计2023年底前不会加息。具体来看，18名参与预测的官员一致预计将保持近零利率不变至少到2021年，14位官员预计保持近零利率不变至少至2022年，11位官员预计保持近零利率不变至少至2023年底。</p><p>2、美国联邦公开市场委员会3月17日会议声明全文</p><p>北京时间3月18日（周四）03：00，美国联邦公开市场委员会（FOMC）公布最新利率决议，将基准利率维持在0%-0.25%区间不变，将超额准备金率（IOER）维持在0.1%不变，将贴现利率维持在0.25%不变，符合市场的普遍预期。</p><p>3、巴西央行超预期加息75个基点 预计下次议息会议将再次加息</p><p>巴西央行周三宣布将基准利率上调75个基点至2.75%，市场预期为加息50个基点至2.5%。</p><p>巴西央行表示，利率决定是一致通过的，预计下次会议将再次加息75个基点。经济增长的不确定性仍高于往常，特别是今年的第一和第二季度。坚持经济改革是实现可持续复苏的关键。</p><p>4、欧盟公布重新开放计划 疫苗通行证给旅游业带来希望</p><p>欧盟执行部门提议引入数字证书，证明持有人或接种了疫苗，或已从感染中康复，或最近病毒检测呈阴性，因此不会构成重大健康风险。根据周三的公告，这种通行证旨在促进欧盟内部和对外的休闲旅行。/</p><p>5、英国首相：对中国进行“新冷战”是错误的，英国将与中国合作</p><p>当地时间 3 月 16 日，英国首相鲍里斯 · 约翰逊对议员发表讲话时称，英国希望与中国合作，包括建立更强大和积极的经济关系，以及在应对气候变化问题上的合作。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2120248138\" target=\"_blank\">华尔街大行首家 摩根士丹利将为高净值客户提供比特币基金</a></p><p>知情人士透露，摩根士丹利周三在一份内部备忘录中告诉其财务顾问，将推出三只基金，让投资者能够持有比特币。摩根士丹利成为首家为其富裕客户提供比特币基金渠道的美国大型银行。</p><p>2、<a href=\"https://laohu8.com/NW/2120136631\" target=\"_blank\">苹果即将发布新款iPad 进一步扩充得益于居家办公的产品线</a></p><p>知情人士称，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划发布新款iPad Pro，配备更好的处理器和改进的相机。新型号的外观将与当前iPad Pro相似，同样有11英寸和12.9英寸屏幕的版本。</p><p>3、<a href=\"https://laohu8.com/NW/2120136116\" target=\"_blank\">哔哩哔哩将于2021年3月18日至3月23日招股</a></p><p>哔哩哔哩在港交所公告，将于2021年3月18日至3月23日招股，公开发售价将不超过988.00港元。预计将在2021年3月29日挂牌上市。</p><p>4、富士康计划生产电动汽车：旨在获得全球10％市场份额</p><p>日前，富士康宣布，将在美国或墨西哥建立首个电动汽车生产工厂，并希望未来获得全球电动车市场10%的市场份额。而对于最终电动汽车生产工厂的选址，刘扬伟表示，熟练劳动力和工程人才的可用性和成本将是关键性的决定因素之一，而最终结果将在7月1日之前揭晓。</p><p>今年2月，富士康与富士康与美国电动汽车初创企业Fisker签订协议，将为Fisker代工生产电动汽车产品，目标市场覆盖北美、欧洲、中国和印度，预计会在2023年第四季度正式量产，年产量将超过25万辆。</p><p>5、<a href=\"https://laohu8.com/NW/2120135955\" target=\"_blank\">隆力奇旗下聚好商城登陆纳斯达克，IPO首日收涨超24%</a></p><p>隆力奇旗下<a href=\"https://laohu8.com/S/JWEL\">聚好商城</a>周三在纳斯达克挂牌上市，该股周三高开43%，盘中涨幅一度达到近50%。截至收盘，该股大涨24.43%，报8.71美元，市值2.17亿美元。</p><p>此前该公司宣布，该公司以每股7美元的价格公开发售3，714，286股普通股。在扣除相应的发行费用前，预计募集资金总额为2600万美元。</p><p>6、<a href=\"https://laohu8.com/NW/2120136644\" target=\"_blank\">中通快递Q4营收82.571亿元，净利同比降44.3%</a></p><p>报告显示，中通快递第四季度营收为82.571亿元，比上年同期增长20.6%；净利润为12.916亿元，比上年同期的净利润下降44.3%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119334973","content_text":"摘要联储放鸽美股收高，道指突破33000关口创新高；热门中概股周三收盘涨跌不一，拼多多跌超7%；美国联邦公开市场委员会3月17日会议声明全文；哔哩哔哩将于2021年3月18日至3月23日招股；隆力奇旗下聚好商城登陆纳斯达克，IPO首日收涨超24%。海外市场1、联储放鸽美股收高 道指突破33000关口创新高美股周三收高，道指史上首次站上33000关口，与标普指数均创历史新高。美联储维持利率不变，上调GDP与通胀预期。鲍威尔暗示2023年底前不会加息。美国国债收益率攀升，10年期美债收益率一度逼近1.69%。截至收盘，道琼斯指数涨0.58%，纳斯达克指数涨0.4%，标普500指数涨0.29%。其中，道指和标普500指数续创历史新高。2、热门中概股周三收盘涨跌不一 拼多多跌超7%热门中概股周三收盘涨跌不一，区块链股集体上涨。拼多多跌超7%，该公司四季度财报显示营收265.5亿元，月活超7亿，创始人黄峥辞任董事长，由联合创始人、现任CEO陈磊接棒。隆力奇旗下聚好商城今日登陆纳斯达克，股价收盘大涨超24%。此外，途牛涨16%，腾讯音乐涨5%，百度涨3.8%，阿里巴巴涨2.8%，爱奇艺涨超2%。陆金所、YY欢聚时代、瑞幸粉单涨1%。荔枝跌超9%，拼多多跌超7%，斗鱼、陌陌跌超5%，虎牙、网易有道跌超2%，哔哩哔哩跌超1%。3、欧股主要指数涨跌不一 英国富时100指数跌0.6%欧洲时间周三，欧股主要指数涨跌不一，截止收盘，英国伦敦股市《金融时报》100种股票平均价格指数17日报收于6762.67点，比前一交易日下跌40.94点，跌幅为0.60%。德国法兰克福股市DAX30指数报收于14596.61点，比前一交易日上涨39.03点，涨幅为0.27%。法国巴黎股市CAC40指数报收于6054.82点，比前一交易日下跌0.61点，跌幅为0.01%。4、需求预期疲软+EIA原油库存增加 美油下跌四连阴美国WTI 4月原油期货电子盘价格周三(3月17日)收盘下跌0.36美元，跌幅0.56%，报64.44美元/桶。油价周三连续第四日下滑，受欧洲需求疲软预期和美国原油库存增加拖累。与此同时，ICE布伦特5月原油期货电子盘价格收盘下跌0.53美元，跌幅0.77%，报67.86美元/桶。5、周三黄金期货收跌0.2% 美联储公布利率决定后反弹黄金期货价格周三收跌。美国国债收益率继续攀升，令金价承压。但在美联储暗示在2023年底前不会加息后，金价略微回升。6、议息结果前 美30年期债收益率创19个月高联储局公布议息结果前，美国国库券孳息率全线上扬，其中，30年期美债息抽高6.7个基点，盘中暂时高位升至2.448厘，创下2019年8月以来新高。10年期美债息上涨5.9个基点，现报1.676厘。20年期美债息报2.348厘，升5.9个基点；两年期美债收益率持稳于0.153厘；五年期美债息涨2.8个基点，报0.854厘。国际宏观1、美联储上调今年美国经济增速至6.5％，预计2023年底前不加息美联储联邦公开市场委员会连续两天的议息会议结束。美联储点阵图显示，多数美联储联邦公开市场委员会官员预计2023年底前不会加息。具体来看，18名参与预测的官员一致预计将保持近零利率不变至少到2021年，14位官员预计保持近零利率不变至少至2022年，11位官员预计保持近零利率不变至少至2023年底。2、美国联邦公开市场委员会3月17日会议声明全文北京时间3月18日（周四）03：00，美国联邦公开市场委员会（FOMC）公布最新利率决议，将基准利率维持在0%-0.25%区间不变，将超额准备金率（IOER）维持在0.1%不变，将贴现利率维持在0.25%不变，符合市场的普遍预期。3、巴西央行超预期加息75个基点 预计下次议息会议将再次加息巴西央行周三宣布将基准利率上调75个基点至2.75%，市场预期为加息50个基点至2.5%。巴西央行表示，利率决定是一致通过的，预计下次会议将再次加息75个基点。经济增长的不确定性仍高于往常，特别是今年的第一和第二季度。坚持经济改革是实现可持续复苏的关键。4、欧盟公布重新开放计划 疫苗通行证给旅游业带来希望欧盟执行部门提议引入数字证书，证明持有人或接种了疫苗，或已从感染中康复，或最近病毒检测呈阴性，因此不会构成重大健康风险。根据周三的公告，这种通行证旨在促进欧盟内部和对外的休闲旅行。/5、英国首相：对中国进行“新冷战”是错误的，英国将与中国合作当地时间 3 月 16 日，英国首相鲍里斯 · 约翰逊对议员发表讲话时称，英国希望与中国合作，包括建立更强大和积极的经济关系，以及在应对气候变化问题上的合作。公司新闻1、华尔街大行首家 摩根士丹利将为高净值客户提供比特币基金知情人士透露，摩根士丹利周三在一份内部备忘录中告诉其财务顾问，将推出三只基金，让投资者能够持有比特币。摩根士丹利成为首家为其富裕客户提供比特币基金渠道的美国大型银行。2、苹果即将发布新款iPad 进一步扩充得益于居家办公的产品线知情人士称，苹果计划发布新款iPad Pro，配备更好的处理器和改进的相机。新型号的外观将与当前iPad Pro相似，同样有11英寸和12.9英寸屏幕的版本。3、哔哩哔哩将于2021年3月18日至3月23日招股哔哩哔哩在港交所公告，将于2021年3月18日至3月23日招股，公开发售价将不超过988.00港元。预计将在2021年3月29日挂牌上市。4、富士康计划生产电动汽车：旨在获得全球10％市场份额日前，富士康宣布，将在美国或墨西哥建立首个电动汽车生产工厂，并希望未来获得全球电动车市场10%的市场份额。而对于最终电动汽车生产工厂的选址，刘扬伟表示，熟练劳动力和工程人才的可用性和成本将是关键性的决定因素之一，而最终结果将在7月1日之前揭晓。今年2月，富士康与富士康与美国电动汽车初创企业Fisker签订协议，将为Fisker代工生产电动汽车产品，目标市场覆盖北美、欧洲、中国和印度，预计会在2023年第四季度正式量产，年产量将超过25万辆。5、隆力奇旗下聚好商城登陆纳斯达克，IPO首日收涨超24%隆力奇旗下聚好商城周三在纳斯达克挂牌上市，该股周三高开43%，盘中涨幅一度达到近50%。截至收盘，该股大涨24.43%，报8.71美元，市值2.17亿美元。此前该公司宣布，该公司以每股7美元的价格公开发售3，714，286股普通股。在扣除相应的发行费用前，预计募集资金总额为2600万美元。6、中通快递Q4营收82.571亿元，净利同比降44.3%报告显示，中通快递第四季度营收为82.571亿元，比上年同期增长20.6%；净利润为12.916亿元，比上年同期的净利润下降44.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364837933,"gmtCreate":1614832178622,"gmtModify":1704775784753,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"niubility","listText":"niubility","text":"niubility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364837933","repostId":"1145868466","repostType":4,"repost":{"id":"1145868466","kind":"news","pubTimestamp":1614828001,"share":"https://ttm.financial/m/news/1145868466?lang=&edition=fundamental","pubTime":"2021-03-04 11:20","market":"us","language":"zh","title":"B站出圈后的下一场战役","url":"https://stock-news.laohu8.com/highlight/detail?id=1145868466","media":"来咖智库","summary":"豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在","content":"<p>豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。</p>\n<p>“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了<a href=\"https://laohu8.com/S/000997\">新大陆</a>一样，平时在金融机构上班的他工作环境比较严肃，没有太多渠道可以接触年轻人的东西，而且B站上各种番剧画质非常清晰，这让他毫不犹豫立刻买了一年会员。</p>\n<p>“没想到B站上有这么多好看的动画，视频网站之前用爱优腾比较多，但全都感觉都差不多，充会员的话三选一就可以了。”</p>\n<p>豆豆的选择这次在B站的财报上也得到了体现。随着B站不断的出圈，这家本以二次元闻名的“宅男“网站受到越来越多人群的关注，它的用户群和受众也不断扩大。第四季度，B站月活用户同比增长55%，达2.02亿；其中移动端月活用户同比增长61%，达1.87亿。与此同时，日活用户达5400万，实现了42%的同比增长。</p>\n<p>财报发布后，对于B站财务和运营数据的审视，同样也出现了百花齐放般的观点争鸣<a href=\"https://laohu8.com/S/WB\">微博</a>/p&gt;</p>\n<p>有积极的观点认为，2020年4Q公司的业绩完全超预期，证明了出圈战略成功的同时，随着破圈的深入，新增用户的黏性更强，且具有更强的消费力和比较稳定的消费习惯，B站发展后劲可方正而另一派的观点则是，B站已经走上了一条与其建立之“初心”不同的道路，市场费用不断上涨，收入增速远低于亏损，在平台不断对大流量对UP主的扶持之下，B站还逐步表现出一种“微博化”的倾向，这一点让最早的一批忠实用户感到无所适从。</p>\n<p><b>财务发布后一周，B站股价仍旧沿袭上涨态势，资本市场已经用真金白银给出了自己的判断。</b><a href=\"https://laohu8.com/S/601901\">方正证券</a>最新发布的报告指出，作为中国第一代互联网原住民Z世代聚集的强社区平台，看好其未来用户流量持续扩张与加速变现的潜力，结合行业可比公司估值，给出2021年目标价为204.94美元，维持“推荐”评级。</p>\n<p>01&nbsp;“破圈”战略效果日益显现</p>\n<p>自2019年以来，B站进行了大量的战略性调整，围绕&nbsp;“品牌破圈、用户增长、组织架构优化”这三个关键词不断做出调整，战略效果也日益得以显现。我们认为，目前B站无论是在日益优化的收入结构来看，还是更光谱用户的渗透上看，“破圈”策略都取得了显著的效果。</p>\n<p>先来看下收入结构的变化。<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>2020年公司全年总营收达120亿元人民币，同比增长77%，其中2020年Q4营收为38.31亿元，同比增长91%。<b>从营收构成情况来看，随着公司业务范围逐渐拓宽，平台多元化发展提速，在营收大幅增长的同时，公司逐渐摆脱对单一游戏业务的依赖性，收入结构不断优化。</b></p>\n<p>具体来说，公司的移动游戏业务收入在2020 年占比降至40.03%，增值业务的收入占比已经接近移动游戏业务，达到了32.05%，且Q4 增值业务收入首次超越移动游戏收入，成为了哔哩哔哩季度的第一大业务支柱，广告业务和电商及其他业务也相对发展迅速。</p>\n<p><img src=\"https://static.tigerbbs.com/e2c6af2c1f2816f72fdc74cf262facc5\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\">（来咖智库根据公开数据整理）</p>\n<p>对于第四季度而言，4Q20移动游戏收入11.30亿（yoy+29.6%），《原神》联运贡献明显。直播及增值服务收入11.47亿（yoy+118.5%），直播投入加大、收效明显，付费会员增长明显。广告收入7.22亿（yoy+149.5%），品牌认知度提升、算法推动效果广告。电商及其他收入7.41亿（yoy+168.5%）。Non-GAAP毛利率较上季度增长1.0%至24.9%。</p>\n<p><b>再看一下用户的增长情况。</b>第四季度，B站月均活跃用户同比增长55%，达2.02亿；其中移动端月均活跃用户同比增长61%，达1.87亿。高质量的用户增长为商业化的快速发展奠定了坚实基础。在大量优质内容的推动下，本季度月均付费用户达到1790万，同比高速增长103％。整体付费率也创下新高，从去年同期的6.8％攀升至本季度的8.9％；毛利率实现了连续七个季度的环比增长，达到24.6%。</p>\n<p>相信在过去的2020年，无论是“后浪”三部曲视频的传播，还是“最美的夜跨年晚会”，都给公众留下了深刻的印象。以最美的夜为例，据B站公布数据显示，平台圈子量数据亮眼，同时观看人数峰值超2.5亿人在B站上的播放量逼近1亿次，在微博话题阅读量达到8.8亿，话题讨论量达102.3万，相比于卫视晚会在网络讨论和传播度上较为领先。</p>\n<p>我们认为，从网络播放量的优势可以看出B站的影响力和强烈的扩圈趋势，且其更具多元融合的主流内容也正逐步吸引大众用户入驻B站。</p>\n<p>财报公布后，在回答分析师提问时，哔哩哔哩董事长兼CEO陈睿也表示，<b>更加广泛的受众成为了B站的用户。在三年前B站的用户群体主要是以90后和00后为主。从去年的统计数据来看，可以看到大量的85后已经成为了平台的用户。</b>从第三方的统计来看，B站86%的用户为35岁以下，也就是说大量的超过30岁的用户也被B站吸引力，这象征着“小破站”从过去的90后00后的圈子已经逐步的渗透到了85后甚至是80后。</p>\n<p>02&nbsp;内生动力来自于独特的社区生态</p>\n<p>“我一直认为内容平台的用户增长最终是取决于这个平台上的内容质量，也就是说哪个平台能够提供更多的好内容，那么用户最终就会去哪个平台。”陈睿坦诚，<b>B站在用户增长方面的策略，一直是用优质的内容去吸引用户。</b>优质的内容包括内容的数量以及优质内容品类的宽度。</p>\n<p>用持续产生的优质内容不断去吸引用户，说起来很简单，但真正做起来是很难的。<b>虽然行业内很多人会把B站与其他的短视频平台做比较，但跟其他所有的短视频平台不同，来咖智库认为，B站拥有独一无二的内容社区生态，而这也是B站的独特壁垒所在。<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>trong&gt;</b></p>\n<p><b>首先，B站上的内容具有极大的包容性，有非常多小众而且垂直的内容，这些内容在其他视频平台上得不到重视和精细化运营；第二，由于B站上年轻的用户居多，所以存在一定的隐形门槛，他们具有自己独特的话语体系；第三，年轻人都存在“慕强”的心理，所以愿意投入更多时间在创意和制作上，最后的结果就是B站的内容制作门槛更高，质量也更好。第四，B站具有独特的社区属性，这与其他的视频平台，无论是短视频还是长视频平台，都是完全不同的，如极度丰富的内容互动机制，二次元弹幕文化、一键三连、“爷青回”等梗文化，还有急剧感染力的鬼畜视频，等等，都为B站营造了独特的社区氛围，而且B站的用户是极度喜爱评论，集均评论数据远高于其他平台。</b></p>\n<p><b>值得注意的是，业内有一些分析人士把B站与长视频网站例如爱奇艺相比，B站的市值目前已经是爱奇艺的4倍，认为资本市场有高估B站股价的风险。但爱优腾这样的长视频网站，的确长期面临着较为明一见展的瓶颈——在内容制作上需要投入大量的制作成本，三家长视频网站内容太过趋同，长期难以盈利，要知道，爱奇艺已经亏损了长达10年之久。</b></p>\n<p><b>而与此相反的是，B站上正在呈现出大量的低成本的优质内容，通过PUGV（Professional User Generated Video）的核心驱动，持续打造属于B站的独特社区。B站上的内容经过不断的迭代、分化，形成了“PUGC为主，OGC和UGC为辅”的丰富多元的内容生态，20年第四季度，B站月均活跃UP主数量达190万，同比增长88%；月均视频投稿量达590万，同比增长109％。</b></p>\n<p><b>从细分的内容品类上，第四季度，生活、游戏、娱乐、动漫、科技和知识是最受用户欢迎的，其中科技知识类视频贡献了本季度整体视频播放量的10％。不仅如此，知识类内容也是2020年B站增长最快的内容品类之一。而这些内容，无论是在长视频平台，还是短视频平台，都是很难得一见的。</b></p>\n<p><b>结语</b></p>\n<p><b>豆豆毫不犹豫掏钱购买B站会员还有一个原因，B站连续包年只有148元，而其它他常用的视频网站无论如何也都要200元以上了。“视频网站的会员费都在涨价，就感觉这家还挺良心的。“</b></p>\n<p><b>来咖智库观察发现，无论是连续包年还是季度费用，B站的会员费都比其他平台偏低，另外广告也比其他平台要少很多。哔哩哔哩副董事长兼首席运营官李旎表示，未来暂时是不会增加B站的广告量，还是会保持在5%。</b></p>\n<p><b>但即便如此，B站的广告业务已经实现了连续7个季度的加速增长，四季度的收入达到了7.2亿，同比增长达到了149%，全年的同比增长也达到了126%。</b></p>\n<p><b>所以，从更长的时间维度来看，我们相信B站的广告业务仍旧有巨大的潜力可以挖掘。</b></p>","source":"lsy1580307086638","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>B站出圈后的下一场战役</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nB站出圈后的下一场战役\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-04 11:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd><strong>来咖智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在金融机构上班的他工作环境比较严肃，没有太多渠道可以接触年轻人的东西，而且B站上各种番剧画质非常清晰，这让他毫不犹豫立刻买了一年会员。\n“没想到B站上有这么多好看的动画，视频网站之前用爱优腾比较多，但...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIwOTQwMDEyMA==&mid=2247491447&idx=1&sn=4e0ce998d49550b2fe63c798dae1e38b&chksm=97752720a002ae36a59fcb1b6fab268b877aaed9bf4b333e505228c661f18998e5429fe70d1a&token=2037453801&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145868466","content_text":"豆豆是一个喜欢看美剧的70后，他在20年下半年突然发现了B站的乐趣。\n“以前没怎么接触过，后来挺偶然发现了B站上有《乔乔的奇妙冒险》全集，还有最新的得到灭之刃》。”豆豆当时就像发现了新大陆一样，平时在金融机构上班的他工作环境比较严肃，没有太多渠道可以接触年轻人的东西，而且B站上各种番剧画质非常清晰，这让他毫不犹豫立刻买了一年会员。\n“没想到B站上有这么多好看的动画，视频网站之前用爱优腾比较多，但全都感觉都差不多，充会员的话三选一就可以了。”\n豆豆的选择这次在B站的财报上也得到了体现。随着B站不断的出圈，这家本以二次元闻名的“宅男“网站受到越来越多人群的关注，它的用户群和受众也不断扩大。第四季度，B站月活用户同比增长55%，达2.02亿；其中移动端月活用户同比增长61%，达1.87亿。与此同时，日活用户达5400万，实现了42%的同比增长。\n财报发布后，对于B站财务和运营数据的审视，同样也出现了百花齐放般的观点争鸣微博/p>\n有积极的观点认为，2020年4Q公司的业绩完全超预期，证明了出圈战略成功的同时，随着破圈的深入，新增用户的黏性更强，且具有更强的消费力和比较稳定的消费习惯，B站发展后劲可方正而另一派的观点则是，B站已经走上了一条与其建立之“初心”不同的道路，市场费用不断上涨，收入增速远低于亏损，在平台不断对大流量对UP主的扶持之下，B站还逐步表现出一种“微博化”的倾向，这一点让最早的一批忠实用户感到无所适从。\n财务发布后一周，B站股价仍旧沿袭上涨态势，资本市场已经用真金白银给出了自己的判断。方正证券最新发布的报告指出，作为中国第一代互联网原住民Z世代聚集的强社区平台，看好其未来用户流量持续扩张与加速变现的潜力，结合行业可比公司估值，给出2021年目标价为204.94美元，维持“推荐”评级。\n01 “破圈”战略效果日益显现\n自2019年以来，B站进行了大量的战略性调整，围绕 “品牌破圈、用户增长、组织架构优化”这三个关键词不断做出调整，战略效果也日益得以显现。我们认为，目前B站无论是在日益优化的收入结构来看，还是更光谱用户的渗透上看，“破圈”策略都取得了显著的效果。\n先来看下收入结构的变化。哔哩哔哩2020年公司全年总营收达120亿元人民币，同比增长77%，其中2020年Q4营收为38.31亿元，同比增长91%。从营收构成情况来看，随着公司业务范围逐渐拓宽，平台多元化发展提速，在营收大幅增长的同时，公司逐渐摆脱对单一游戏业务的依赖性，收入结构不断优化。\n具体来说，公司的移动游戏业务收入在2020 年占比降至40.03%，增值业务的收入占比已经接近移动游戏业务，达到了32.05%，且Q4 增值业务收入首次超越移动游戏收入，成为了哔哩哔哩季度的第一大业务支柱，广告业务和电商及其他业务也相对发展迅速。\n（来咖智库根据公开数据整理）\n对于第四季度而言，4Q20移动游戏收入11.30亿（yoy+29.6%），《原神》联运贡献明显。直播及增值服务收入11.47亿（yoy+118.5%），直播投入加大、收效明显，付费会员增长明显。广告收入7.22亿（yoy+149.5%），品牌认知度提升、算法推动效果广告。电商及其他收入7.41亿（yoy+168.5%）。Non-GAAP毛利率较上季度增长1.0%至24.9%。\n再看一下用户的增长情况。第四季度，B站月均活跃用户同比增长55%，达2.02亿；其中移动端月均活跃用户同比增长61%，达1.87亿。高质量的用户增长为商业化的快速发展奠定了坚实基础。在大量优质内容的推动下，本季度月均付费用户达到1790万，同比高速增长103％。整体付费率也创下新高，从去年同期的6.8％攀升至本季度的8.9％；毛利率实现了连续七个季度的环比增长，达到24.6%。\n相信在过去的2020年，无论是“后浪”三部曲视频的传播，还是“最美的夜跨年晚会”，都给公众留下了深刻的印象。以最美的夜为例，据B站公布数据显示，平台圈子量数据亮眼，同时观看人数峰值超2.5亿人在B站上的播放量逼近1亿次，在微博话题阅读量达到8.8亿，话题讨论量达102.3万，相比于卫视晚会在网络讨论和传播度上较为领先。\n我们认为，从网络播放量的优势可以看出B站的影响力和强烈的扩圈趋势，且其更具多元融合的主流内容也正逐步吸引大众用户入驻B站。\n财报公布后，在回答分析师提问时，哔哩哔哩董事长兼CEO陈睿也表示，更加广泛的受众成为了B站的用户。在三年前B站的用户群体主要是以90后和00后为主。从去年的统计数据来看，可以看到大量的85后已经成为了平台的用户。从第三方的统计来看，B站86%的用户为35岁以下，也就是说大量的超过30岁的用户也被B站吸引力，这象征着“小破站”从过去的90后00后的圈子已经逐步的渗透到了85后甚至是80后。\n02 内生动力来自于独特的社区生态\n“我一直认为内容平台的用户增长最终是取决于这个平台上的内容质量，也就是说哪个平台能够提供更多的好内容，那么用户最终就会去哪个平台。”陈睿坦诚，B站在用户增长方面的策略，一直是用优质的内容去吸引用户。优质的内容包括内容的数量以及优质内容品类的宽度。\n用持续产生的优质内容不断去吸引用户，说起来很简单，但真正做起来是很难的。虽然行业内很多人会把B站与其他的短视频平台做比较，但跟其他所有的短视频平台不同，来咖智库认为，B站拥有独一无二的内容社区生态，而这也是B站的独特壁垒所在。爱奇艺trong>\n首先，B站上的内容具有极大的包容性，有非常多小众而且垂直的内容，这些内容在其他视频平台上得不到重视和精细化运营；第二，由于B站上年轻的用户居多，所以存在一定的隐形门槛，他们具有自己独特的话语体系；第三，年轻人都存在“慕强”的心理，所以愿意投入更多时间在创意和制作上，最后的结果就是B站的内容制作门槛更高，质量也更好。第四，B站具有独特的社区属性，这与其他的视频平台，无论是短视频还是长视频平台，都是完全不同的，如极度丰富的内容互动机制，二次元弹幕文化、一键三连、“爷青回”等梗文化，还有急剧感染力的鬼畜视频，等等，都为B站营造了独特的社区氛围，而且B站的用户是极度喜爱评论，集均评论数据远高于其他平台。\n值得注意的是，业内有一些分析人士把B站与长视频网站例如爱奇艺相比，B站的市值目前已经是爱奇艺的4倍，认为资本市场有高估B站股价的风险。但爱优腾这样的长视频网站，的确长期面临着较为明一见展的瓶颈——在内容制作上需要投入大量的制作成本，三家长视频网站内容太过趋同，长期难以盈利，要知道，爱奇艺已经亏损了长达10年之久。\n而与此相反的是，B站上正在呈现出大量的低成本的优质内容，通过PUGV（Professional User Generated Video）的核心驱动，持续打造属于B站的独特社区。B站上的内容经过不断的迭代、分化，形成了“PUGC为主，OGC和UGC为辅”的丰富多元的内容生态，20年第四季度，B站月均活跃UP主数量达190万，同比增长88%；月均视频投稿量达590万，同比增长109％。\n从细分的内容品类上，第四季度，生活、游戏、娱乐、动漫、科技和知识是最受用户欢迎的，其中科技知识类视频贡献了本季度整体视频播放量的10％。不仅如此，知识类内容也是2020年B站增长最快的内容品类之一。而这些内容，无论是在长视频平台，还是短视频平台，都是很难得一见的。\n结语\n豆豆毫不犹豫掏钱购买B站会员还有一个原因，B站连续包年只有148元，而其它他常用的视频网站无论如何也都要200元以上了。“视频网站的会员费都在涨价，就感觉这家还挺良心的。“\n来咖智库观察发现，无论是连续包年还是季度费用，B站的会员费都比其他平台偏低，另外广告也比其他平台要少很多。哔哩哔哩副董事长兼首席运营官李旎表示，未来暂时是不会增加B站的广告量，还是会保持在5%。\n但即便如此，B站的广告业务已经实现了连续7个季度的加速增长，四季度的收入达到了7.2亿，同比增长达到了149%，全年的同比增长也达到了126%。\n所以，从更长的时间维度来看，我们相信B站的广告业务仍旧有巨大的潜力可以挖掘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265714086219872,"gmtCreate":1705895732082,"gmtModify":1705895734712,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"<a 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</a>&nbsp;","text":"$美团-W(03690)$","images":[{"img":"https://community-static.tradeup.com/news/db7936da908034c3a4be753f948ed172","width":"906","height":"1406"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265714086219872","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":239094892077192,"gmtCreate":1699410106373,"gmtModify":1699410110508,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;","listText":"[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;[微笑]&nbsp;&nbsp;","text":"[微笑] [微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239094892077192","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":212571475914840,"gmtCreate":1692937287560,"gmtModify":1692937289994,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/212571475914840","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941678790,"gmtCreate":1680240182111,"gmtModify":1680240186223,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"How much dividend this year","listText":"How much dividend this year","text":"How much dividend this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941678790","repostId":"2318752565","repostType":2,"repost":{"id":"2318752565","kind":"highlight","pubTimestamp":1678496400,"share":"https://ttm.financial/m/news/2318752565?lang=&edition=fundamental","pubTime":"2023-03-11 09:00","market":"us","language":"en","title":"Smart Reads of the Week: Sheng Siong, Sembcorp Marine and Special Dividends from Blue-Chip Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2318752565","media":"The Smart Investor","summary":"We review the earnings from a well-known retailer and also dive deeper into an offshore and marine services giant to see if it can pull off a turnaround.","content":"<html><body><p>[<article>\n<div>\n<div>\n<div>\n<span>Share</span>\n<div>\n<i></i>\n<span>Facebook</span>\n<i></i>\n<span>Twitter</span>\n<i></i>\n<span>LinkedIn</span>\n<i></i>\n<span>Email</span>\n<i></i>\n<span>WhatsApp</span>\n</div>\n</div>\n</div>\n<div>\n<div></div>\n<p>This week, we end the earnings season by reviewing the financial results of <strong>Sheng Siong</strong> (SGX: OV8).</p>\n<p>The retailer continues to expand its presence in the heartland and is determined to increase its number of stores moving forward.</p>\n<p>Meanwhile, <strong>Sembcorp Marine</strong> (SGX: S51) is looking at a brighter future as it completes its acquisition of <strong>Keppel Corporation Limited’s</strong> (SGX: BN4) offshore and marine division.</p>\n<p>We dig deeper into whether the enlarged Sembcorp Marine can pull off a turnaround.</p>\n<p>Elsewhere, we throw the spotlight on the recent spate of special dividend declarations by several blue-chip stocks.</p>\n<p>Such dividends may signal better prospects for these businesses in the year ahead.</p>\n<p>Here is a list of our top articles for this week.</p>\n<p>1. <strong>Sheng Siong Pays Out a 2022 Dividend of S$0.0622: 5 Highlights from the Retailer’s Latest Earnings</strong></p>\n<p>We take a look at Sheng Siong’s latest earnings and tease out several growth drivers for its business.</p>\n<p>2. <strong>Sembcorp Marine Undertakes a Strategic Review: Can the Marine Giant Return to Profitability?</strong></p>\n<p>It’s the question on every investor’s lips – can Sembcorp Marine turn itself around after completing its transformative acquisition?</p>\n<p>3. <strong>4 Singapore Blue-Chip Stocks Paying Out Special Dividends</strong></p>\n<p>Here are four blue-chip stocks that recently declared a special dividend.</p>\n<p>4. <strong>4 Singapore REITs That Reported a Rise in DPU in March</strong></p>\n<p>Despite facing macroeconomic challenges, these four Singapore REITs managed to announce a higher year on year DPU.</p>\n<p>5. <strong>Share Prices of These 3 Singapore Stocks Are Scaling New 52-Week Highs: Are They a Buy?</strong></p><div></div>\n<p>It’s a happy occasion when stocks scale a new 52-week high. We look at three stocks to see if they make worthy additions to your buy watchlist.</p>\n<p>6. <strong>Tesla’s Share Price Has Nearly Doubled from its 52-Week Low: Can the Electric Car Maker Continue to Grow?</strong></p>\n<p><strong>Tesla</strong> (NASDAQ: TSLA) is on every investor’s watchlist as its share price rebounds sharply from its 52-week low. Can the electric vehicle maker continue to do well?</p>\n<p>7. <strong>These 4 Stocks’ Share Prices Are Scraping a Year-Low: Are They a Bargain?</strong></p>\n<p>Here are four stocks that are plumbing new 52-week lows. If you’re looking for a potential bargain, this may be a good place to start looking.</p>\n<p>8. <strong>Better Buy: PropNex Vs APAC Realty</strong></p>\n<p>We placed two real estate brokerages side by side to compare and see which makes the better investment choice.</p>\n<p>9. <strong>Singapore Residents Must Save for Retirement Today to Continue Enjoying Low Income Taxes</strong></p>\n<p>Singaporeans must save diligently and be disciplined if they wish to partake in lower tax rates.</p>\n<p>10. <strong>My 9 Biggest Investment Mistakes</strong></p>\n<p>We continue this series by featuring another three investment mistakes you should avoid.</p>\n<p>Want to stay abreast of the latest investing news, analyses, and stories for FREE? Subscribe to our weekly email, Smart Reads, now to receive a curated list of our top articles weekly. CLICK HERE to subscribe now!</p>\n<p>Follow us on Facebook and Telegram for the latest investing news and analyses!</p>\n<p><em>Please refer to the individual articles for stock ownership disclosures.</em></p>\n<div></div>\n</div>\n</div>\n</article>]</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Smart Reads of the Week: Sheng Siong, Sembcorp Marine and Special Dividends from Blue-Chip Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSmart Reads of the Week: Sheng Siong, Sembcorp Marine and Special Dividends from Blue-Chip Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/smart-reads-of-the-week-sheng-siong-sembcorp-marine-and-special-dividends-from-blue-chip-stocks/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\nThis week, we end the earnings season by reviewing the financial results of Sheng Siong (SGX: OV8).\nThe retailer continues to expand its ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/smart-reads-of-the-week-sheng-siong-sembcorp-marine-and-special-dividends-from-blue-chip-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://thesmartinvestor.com.sg/wp-content/uploads/2022/02/Smart-Reads-Pic-12-300x200.png","relate_stocks":{"OV8.SI":"昇菘","BK6518":"食品和药品零售股","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6034":"食品零售","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","U96.SI":"胜科工业","BK6113":"复合型公用事业","BK6065":"建筑机械与重型卡车","BK6504":"工业制品概念","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","SG9999001135.SGD":"United ASEAN Fund SGD","BK4007":"制药","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","BK6500":"公用股"},"source_url":"https://thesmartinvestor.com.sg/smart-reads-of-the-week-sheng-siong-sembcorp-marine-and-special-dividends-from-blue-chip-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318752565","content_text":"[\n\n\n\nShare\n\n\nFacebook\n\nTwitter\n\nLinkedIn\n\nEmail\n\nWhatsApp\n\n\n\n\n\nThis week, we end the earnings season by reviewing the financial results of Sheng Siong (SGX: OV8).\nThe retailer continues to expand its presence in the heartland and is determined to increase its number of stores moving forward.\nMeanwhile, Sembcorp Marine (SGX: S51) is looking at a brighter future as it completes its acquisition of Keppel Corporation Limited’s (SGX: BN4) offshore and marine division.\nWe dig deeper into whether the enlarged Sembcorp Marine can pull off a turnaround.\nElsewhere, we throw the spotlight on the recent spate of special dividend declarations by several blue-chip stocks.\nSuch dividends may signal better prospects for these businesses in the year ahead.\nHere is a list of our top articles for this week.\n1. Sheng Siong Pays Out a 2022 Dividend of S$0.0622: 5 Highlights from the Retailer’s Latest Earnings\nWe take a look at Sheng Siong’s latest earnings and tease out several growth drivers for its business.\n2. Sembcorp Marine Undertakes a Strategic Review: Can the Marine Giant Return to Profitability?\nIt’s the question on every investor’s lips – can Sembcorp Marine turn itself around after completing its transformative acquisition?\n3. 4 Singapore Blue-Chip Stocks Paying Out Special Dividends\nHere are four blue-chip stocks that recently declared a special dividend.\n4. 4 Singapore REITs That Reported a Rise in DPU in March\nDespite facing macroeconomic challenges, these four Singapore REITs managed to announce a higher year on year DPU.\n5. Share Prices of These 3 Singapore Stocks Are Scaling New 52-Week Highs: Are They a Buy?\nIt’s a happy occasion when stocks scale a new 52-week high. We look at three stocks to see if they make worthy additions to your buy watchlist.\n6. Tesla’s Share Price Has Nearly Doubled from its 52-Week Low: Can the Electric Car Maker Continue to Grow?\nTesla (NASDAQ: TSLA) is on every investor’s watchlist as its share price rebounds sharply from its 52-week low. Can the electric vehicle maker continue to do well?\n7. These 4 Stocks’ Share Prices Are Scraping a Year-Low: Are They a Bargain?\nHere are four stocks that are plumbing new 52-week lows. If you’re looking for a potential bargain, this may be a good place to start looking.\n8. Better Buy: PropNex Vs APAC Realty\nWe placed two real estate brokerages side by side to compare and see which makes the better investment choice.\n9. Singapore Residents Must Save for Retirement Today to Continue Enjoying Low Income Taxes\nSingaporeans must save diligently and be disciplined if they wish to partake in lower tax rates.\n10. My 9 Biggest Investment Mistakes\nWe continue this series by featuring another three investment mistakes you should avoid.\nWant to stay abreast of the latest investing news, analyses, and stories for FREE? Subscribe to our weekly email, Smart Reads, now to receive a curated list of our top articles weekly. CLICK HERE to subscribe now!\nFollow us on Facebook and Telegram for the latest investing news and analyses!\nPlease refer to the individual articles for stock ownership disclosures.\n\n\n\n]","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906167874,"gmtCreate":1659498703801,"gmtModify":1705981037672,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SDS\">$两倍做空标普500ETF(SDS)$</a>testing","listText":"<a href=\"https://ttm.financial/S/SDS\">$两倍做空标普500ETF(SDS)$</a>testing","text":"$两倍做空标普500ETF(SDS)$testing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906167874","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325331230,"gmtCreate":1615863005120,"gmtModify":1704787619827,"author":{"id":"3568455935515544","authorId":"3568455935515544","name":"longLong","avatar":"https://static.tigerbbs.com/48a9b66d89737d1f232d325dad6b0027","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568455935515544","authorIdStr":"3568455935515544"},"themes":[],"htmlText":"Becos bitcoin shot higher","listText":"Becos bitcoin shot higher","text":"Becos bitcoin shot higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325331230","repostId":"1171584065","repostType":2,"repost":{"id":"1171584065","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615859022,"share":"https://ttm.financial/m/news/1171584065?lang=&edition=fundamental","pubTime":"2021-03-16 09:43","market":"us","language":"en","title":"Why Sos Shares Spiked 23% Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1171584065","media":"Benzinga","summary":"Sos Ltd (NYSE:SOS) shares closed over 23% higher on Tuesday after the company said it had installed ","content":"<p><b>Sos Ltd</b>&nbsp;(NYSE:SOS) shares closed over 23% higher on Tuesday after the company said it had installed a second batch of cryptocurrency mining rigs.</p>\n<p><b>What Happened:</b>The China-based emergency rescue services company said it had installed 5,000 cryptocurrency mining rigs.</p>\n<p>The installation of the second wave of miners brings the combined mining capacity at Sos to 353 Peta-Hashes per second (PH/s) for<b>Bitcoin</b>(CRYPTO: BTC)&nbsp;and 707 Giga-Hashes per second (GH/s) for&nbsp;<b>Ethereum</b>(CRYPTO: ETHER).</p>\n<p>Sos also disclosed that, on Feb. 24,&nbsp;it was awarded its first BTC from successful mining activities. BTC traded 8.57% lower at $54,416.66 at press time, while ETH traded 6.62% lower at $1,741.56.</p>\n<p>Sos board also announced an independent review of its cryptocurrency mining activities, which involve tracking payments from multiple mining pools to Sos through public blockchains.</p>\n<p><b>Why It Matters:</b>Sos expects to generate 41 BTC and 909 ETH in the first quarter of 2021, as per a statement.</p>\n<p>“Our output should grow in future quarters as we receive and install our third batch of mining rigs and have a full quarter of operations for our current rigs,\" said Sos Chief Financial Officer Steven Li.</p>\n<p>Last month, Sos had announced&nbsp;receiving&nbsp;5,000 pieces&nbsp;of cryptocurrency mining rigs ahead of schedule.</p>\n<p>The company’s mining rig seller had at the time confirmed that it had enough inventory to fulfill the next two batches of shipments on schedule.</p>\n<p><b>Price Action:</b>Sos shares closed 23.08% higher at $8.16 on Monday and fell 3.06% to $7.91 in the after-hours trading.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Sos Shares Spiked 23% Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Sos Shares Spiked 23% Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-16 09:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Sos Ltd</b>&nbsp;(NYSE:SOS) shares closed over 23% higher on Tuesday after the company said it had installed a second batch of cryptocurrency mining rigs.</p>\n<p><b>What Happened:</b>The China-based emergency rescue services company said it had installed 5,000 cryptocurrency mining rigs.</p>\n<p>The installation of the second wave of miners brings the combined mining capacity at Sos to 353 Peta-Hashes per second (PH/s) for<b>Bitcoin</b>(CRYPTO: BTC)&nbsp;and 707 Giga-Hashes per second (GH/s) for&nbsp;<b>Ethereum</b>(CRYPTO: ETHER).</p>\n<p>Sos also disclosed that, on Feb. 24,&nbsp;it was awarded its first BTC from successful mining activities. BTC traded 8.57% lower at $54,416.66 at press time, while ETH traded 6.62% lower at $1,741.56.</p>\n<p>Sos board also announced an independent review of its cryptocurrency mining activities, which involve tracking payments from multiple mining pools to Sos through public blockchains.</p>\n<p><b>Why It Matters:</b>Sos expects to generate 41 BTC and 909 ETH in the first quarter of 2021, as per a statement.</p>\n<p>“Our output should grow in future quarters as we receive and install our third batch of mining rigs and have a full quarter of operations for our current rigs,\" said Sos Chief Financial Officer Steven Li.</p>\n<p>Last month, Sos had announced&nbsp;receiving&nbsp;5,000 pieces&nbsp;of cryptocurrency mining rigs ahead of schedule.</p>\n<p>The company’s mining rig seller had at the time confirmed that it had enough inventory to fulfill the next two batches of shipments on schedule.</p>\n<p><b>Price Action:</b>Sos shares closed 23.08% higher at $8.16 on Monday and fell 3.06% to $7.91 in the after-hours trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOS":"SOS Limited"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171584065","content_text":"Sos Ltd (NYSE:SOS) shares closed over 23% higher on Tuesday after the company said it had installed a second batch of cryptocurrency mining rigs.\nWhat Happened:The China-based emergency rescue services company said it had installed 5,000 cryptocurrency mining rigs.\nThe installation of the second wave of miners brings the combined mining capacity at Sos to 353 Peta-Hashes per second (PH/s) forBitcoin(CRYPTO: BTC) and 707 Giga-Hashes per second (GH/s) for Ethereum(CRYPTO: ETHER).\nSos also disclosed that, on Feb. 24, it was awarded its first BTC from successful mining activities. BTC traded 8.57% lower at $54,416.66 at press time, while ETH traded 6.62% lower at $1,741.56.\nSos board also announced an independent review of its cryptocurrency mining activities, which involve tracking payments from multiple mining pools to Sos through public blockchains.\nWhy It Matters:Sos expects to generate 41 BTC and 909 ETH in the first quarter of 2021, as per a statement.\n“Our output should grow in future quarters as we receive and install our third batch of mining rigs and have a full quarter of operations for our current rigs,\" said Sos Chief Financial Officer Steven Li.\nLast month, Sos had announced receiving 5,000 pieces of cryptocurrency mining rigs ahead of schedule.\nThe company’s mining rig seller had at the time confirmed that it had enough inventory to fulfill the next two batches of shipments on schedule.\nPrice Action:Sos shares closed 23.08% higher at $8.16 on Monday and fell 3.06% to $7.91 in the after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}